Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,080,000
-5.2%
4,0250.0%0.04%
+4.7%
Q4 2021$1,139,000
-1.0%
4,025
-8.0%
0.04%
-18.9%
Q3 2021$1,151,000
+128.4%
4,375
+133.3%
0.05%
+130.4%
Q2 2021$504,000
+3.3%
1,8750.0%0.02%
-4.2%
Q1 2021$488,000
-33.0%
1,875
-46.6%
0.02%
+20.0%
Q4 2020$728,000
+124.0%
3,510
+100.0%
0.02%
+5.3%
Q3 2020$325,000
+4.2%
1,7550.0%0.02%
-5.0%
Q2 2020$312,000
+28.4%
1,755
+3.8%
0.02%
+5.3%
Q1 2020$243,000
-69.3%
1,690
-57.3%
0.02%
-24.0%
Q4 2019$791,000
+106.5%
3,960
+100.0%
0.02%0.0%
Q3 2019$383,000
-1.5%
1,980
-1.0%
0.02%
-3.8%
Q2 2019$389,000
+2.6%
2,0000.0%0.03%
+4.0%
Q1 2019$379,000
+19.9%
2,000
+5.3%
0.02%
+4.2%
Q4 2018$316,000
-16.2%
1,900
+1.3%
0.02%0.0%
Q3 2018$377,000
+6.2%
1,875
+2.7%
0.02%0.0%
Q2 2018$355,000
+3.8%
1,8250.0%0.02%0.0%
Q1 2018$342,000
+4.0%
1,825
+5.2%
0.02%
+4.3%
Q4 2017$329,000
+9.7%
1,735
+3.6%
0.02%
+4.5%
Q3 2017$300,000
-8.0%
1,675
-10.7%
0.02%
-12.0%
Q2 2017$326,000
+2.8%
1,875
+1.4%
0.02%0.0%
Q1 2017$317,000
+6.4%
1,850
+2.8%
0.02%0.0%
Q4 2016$298,000
+13.3%
1,800
+5.9%
0.02%
+13.6%
Q3 2016$263,000
+3.5%
1,7000.0%0.02%0.0%
Q2 2016$254,000
+5.0%
1,700
+1.5%
0.02%
+4.8%
Q1 2016$242,000
+3.9%
1,6750.0%0.02%
+5.0%
Q4 2015$233,000
+1.7%
1,6750.0%0.02%
-4.8%
Q3 2015$229,000
-8.8%
1,6750.0%0.02%0.0%
Q2 2015$251,000
-1.6%
1,6750.0%0.02%0.0%
Q1 2015$255,000
+3.7%
1,675
-1.5%
0.02%
+10.5%
Q4 2014$246,000
+12.3%
1,700
+6.2%
0.02%
+5.6%
Q3 2014$219,000
-4.4%
1,6000.0%0.02%
-5.3%
Q2 2014$229,000
+4.1%
1,6000.0%0.02%0.0%
Q1 2014$220,000
+17.6%
1,600
+14.3%
0.02%
+11.8%
Q4 2013$187,000
+7.5%
1,4000.0%0.02%0.0%
Q3 2013$174,000
+7.4%
1,4000.0%0.02%
+6.2%
Q2 2013$162,0001,4000.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders