BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

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ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 112 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$80,637
+2.1%
4400.0%0.00%0.0%
Q1 2024$78,976
+8.3%
4400.0%0.00%0.0%
Q4 2023$72,939
+10.3%
4400.0%0.00%0.0%
Q3 2023$66,109
-3.9%
4400.0%0.00%0.0%
Q2 2023$68,812
+121.5%
440
+109.5%
0.00%0.0%
Q1 2023$31,068
+7.1%
2100.0%0.00%0.0%
Q4 2022$29,010
+9.1%
2100.0%0.00%0.0%
Q3 2022$26,594
-7.4%
2100.0%0.00%0.0%
Q2 2022$28,730
-16.2%
2100.0%0.00%0.0%
Q1 2022$34,287
-0.6%
2100.0%0.00%0.0%
Q3 2021$34,501
-1.0%
2100.0%0.00%0.0%
Q2 2021$34,862
+27.6%
210
+20.0%
0.00%0.0%
Q1 2021$27,324
+4.9%
1750.0%0.00%0.0%
Q4 2020$26,038
+13.6%
1750.0%0.00%0.0%
Q3 2020$22,925
+8.4%
1750.0%0.00%0.0%
Q2 2020$21,145
+18.2%
1750.0%0.00%0.0%
Q1 2020$17,896
-21.0%
1750.0%0.00%0.0%
Q4 2019$22,647
+7.7%
1750.0%0.00%0.0%
Q3 2019$21,028–175–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Investure, LLC 304,315$31,121,0006.31%
BSW Wealth Partners 62,600$6,402,0002.66%
Wealthsimple US, Ltd. 18,048$1,846,0001.62%
University of Maryland Foundation, Inc. 10,000$1,023,0000.99%
Maxim Capital Management LLC 9,328$954,0000.99%
Stonehearth Capital Management, LLC 5,992$613,0000.50%
TIEDEMANN ADVISORS, LLC 67,158$6,868,0000.44%
Relyea Zuckerberg Hanson LLC 3,365$344,0000.38%
Mandatum Life Insurance Co Ltd 12,081$1,235,0000.33%
HOWARD FINANCIAL SERVICES, LTD. 2,507$256,0000.23%
View complete list of ISHARES TR shareholders