BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 314 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$59,325
-0.3%
2,5000.0%0.00%0.0%
Q1 2024$59,500
-0.6%
2,5000.0%0.00%0.0%
Q4 2023$59,850
+3.5%
2,5000.0%0.00%0.0%
Q3 2023$57,850
-1.4%
2,5000.0%0.00%0.0%
Q2 2023$58,7002,5000.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 6,879,588$164,216,0004.27%
4Thought Financial Group Inc. 154,844$3,696,0003.47%
PFG Private Wealth Management, LLC 204,454$4,880,0002.74%
Signature Wealth Management Group 199,724$4,767,0002.32%
Legacy CG, LLC 135,828$3,242,0002.23%
SIGMA INVESTMENT COUNSELORS INC 1,063,292$25,381,0002.07%
Peloton Wealth Strategists 171,700$4,098,0002.00%
Camelot Portfolios, LLC 135,150$3,226,0001.94%
Matthew Goff Investment Advisor, LLC 295,319$7,049,0001.90%
Sound View Wealth Advisors Group, LLC 378,553$9,036,0001.89%
View complete list of ISHARES TR shareholders