Bartlett & Co. LLC’s Ishares Tr Position
Does Bartlett & Co. LLC own Ishares Tr (IWR)? Yes — 169.6K shares worth $13M (+0.22% of its 13F portfolio) as of Q4 2023, up from 128.8K shares the prior filed quarter.
Position Value
$13M
Q4 2023
Shares
169.6K
% of Portfolio
+0.22%
Quarters Held
18
currently held
Position History IWR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 169.6K | $13M | +0.22% |
| Q3 2023 | 128.8K | $9M | +0.16% |
| Q2 2023 | 124.3K | $9M | +0.16% |
| Q1 2023 | 112.6K | $8M | +0.15% |
| Q4 2022 | 106.6K | $7M | +0.14% |
| Q3 2022 | 99.5K | $6M | +0.13% |
| Q2 2022 | 98.3K | $6M | +0.13% |
| Q1 2022 | 93.0K | $7M | +0.13% |
| Q3 2021 | 88.7K | $7M | +0.13% |
| Q2 2021 | 86.6K | $7M | +0.13% |
| Q1 2021 | 78.7K | $6M | +0.12% |
| Q4 2020 | 77.5K | $5M | +0.11% |
| Q3 2020 | 78.1K | $4M | +0.11% |
| Q2 2020 | 75.0K | $4M | +0.11% |
| Q1 2020 | 75.3K | $3M | +0.10% |
| Q3 2019 | 78.7K | $4M | +0.12% |
| Q2 2019 | 30.7K | $2M | +0.06% |
| Q1 2019 | 26.7K | $1M | +0.06% |
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 IWR.