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Ishares Tr shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 4.8k 47.89

More positions owned by Bartlett & Co. Wealth Management

Alphabet Inc Class C cs (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
iShares Core MSCI EAFE ETF Ex Trd Eq Fd (IEFA)
Alphabet Inc Class A cs (GOOGL)
TJX Companies (TJX)
Procter & Gamble Company (PG)
Costco Wholesale Corporation (COST)
Analog Devices (ADI)

View all positions for Bartlett & Co. Wealth Management

Top funds holding Ishares Tr

Keybank National Association
Colony
Bailard
LPL Financial
Franklin Resources
Invera Wealth Advisors
Highland Financial Advisors
Biltmore Family Office
Brown Advisory Holdings Incorporated
Citadel Advisors
Bank of New York Mellon
JNBA Financial Advisors
Creative Planning
SageView Advisory Group
Atlantic Private Wealth

View all funds holding Ishares Tr