Bartlett & Co. LLC’s Ishares Tr Position
Does Bartlett & Co. LLC own Ishares Tr (IWP)? Yes — 131.5K shares worth $14M (+0.22% of its 13F portfolio) as of Q4 2023, down from 160.1K shares the prior filed quarter.
Position Value
$14M
Q4 2023
Shares
131.5K
% of Portfolio
+0.22%
Quarters Held
18
currently held
Position History IWP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 131.5K | $14M | +0.22% |
| Q3 2023 | 160.1K | $15M | +0.26% |
| Q2 2023 | 156.5K | $15M | +0.26% |
| Q1 2023 | 161.1K | $15M | +0.28% |
| Q4 2022 | 153.9K | $13M | +0.26% |
| Q3 2022 | 157.6K | $12M | +0.27% |
| Q2 2022 | 158.0K | $13M | +0.25% |
| Q1 2022 | 151.9K | $15M | +0.27% |
| Q3 2021 | 137.7K | $15M | +0.29% |
| Q2 2021 | 131.5K | $15M | +0.28% |
| Q1 2021 | 128.2K | $13M | +0.26% |
| Q4 2020 | 124.8K | $13M | +0.27% |
| Q3 2020 | 62.6K | $11M | +0.25% |
| Q2 2020 | 61.1K | $10M | +0.25% |
| Q1 2020 | 57.7K | $7M | +0.21% |
| Q3 2019 | 49.0K | $7M | +0.18% |
| Q2 2019 | 53.8K | $8M | +0.29% |
| Q1 2019 | 53.6K | $7M | +0.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of IWP.