Bartlett & Co. LLC’s Ishares Tr Position
Does Bartlett & Co. LLC own Ishares Tr (IWS)? Yes — 100.7K shares worth $12M (+0.19% of its 13F portfolio) as of Q4 2023, down from 122.4K shares the prior filed quarter.
Position Value
$12M
Q4 2023
Shares
100.7K
% of Portfolio
+0.19%
Quarters Held
19
currently held
Position History IWS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 100.7K | $12M | +0.19% |
| Q3 2023 | 122.4K | $13M | +0.23% |
| Q2 2023 | 118.6K | $13M | +0.23% |
| Q1 2023 | 112.2K | $12M | +0.23% |
| Q4 2022 | 102.9K | $11M | +0.22% |
| Q3 2022 | 96.2K | $9M | +0.20% |
| Q2 2022 | 104.1K | $11M | +0.21% |
| Q1 2022 | 99.4K | $12M | +0.21% |
| Q3 2021 | 88.2K | $10M | +0.19% |
| Q2 2021 | 83.1K | $10M | +0.18% |
| Q1 2021 | 80.8K | $9M | +0.18% |
| Q4 2020 | 76.8K | $7M | +0.16% |
| Q3 2020 | 73.2K | $6M | +0.14% |
| Q2 2020 | 68.4K | $5M | +0.14% |
| Q1 2020 | 66.9K | $4M | +0.13% |
| Q3 2019 | 54.2K | $5M | +0.13% |
| Q2 2019 | 53.8K | $5M | +0.18% |
| Q1 2019 | 51.9K | $5M | +0.17% |
| Q4 2018 | 51.0K | $4M | +0.17% |
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 IWS.