Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$3,000,000
-10.7%
38,831
-1.4%
0.13%
-0.8%
Q4 2021$3,358,000
+166.9%
39,381
+148.0%
0.13%
+119.0%
Q3 2021$1,258,000
+0.7%
15,880
+2.9%
0.06%0.0%
Q2 2021$1,249,000
+3.8%
15,430
+0.5%
0.06%
-3.3%
Q1 2021$1,203,000
+4.6%
15,350
+23.2%
0.06%
+87.5%
Q4 2020$1,150,000
+221.2%
12,460
+733.4%
0.03%
+52.4%
Q3 2020$358,000
+7.2%
1,495
+0.2%
0.02%0.0%
Q2 2020$334,000
+25.6%
1,4920.0%0.02%0.0%
Q1 2020$266,000
-96.4%
1,492
-95.3%
0.02%
-91.0%
Q4 2019$7,369,000
+105.8%
31,904
+99.5%
0.23%
-0.8%
Q3 2019$3,580,000
+0.2%
15,992
+1.3%
0.24%0.0%
Q2 2019$3,573,000
+8.6%
15,792
+5.2%
0.24%
+6.8%
Q1 2019$3,289,000
+22.5%
15,012
+7.0%
0.22%
+7.3%
Q4 2018$2,684,000
-20.9%
14,035
-3.6%
0.21%
-6.4%
Q3 2018$3,392,000
+4.1%
14,560
+0.5%
0.22%
-0.5%
Q2 2018$3,257,000
-1.5%
14,490
-4.3%
0.22%
-6.0%
Q1 2018$3,306,000
+0.9%
15,140
-0.3%
0.24%
+1.7%
Q4 2017$3,277,000
+6.3%
15,182
-0.3%
0.23%
+3.1%
Q3 2017$3,082,000
+3.1%
15,232
+0.2%
0.22%
-0.9%
Q2 2017$2,990,000
+4.0%
15,207
+1.0%
0.23%
-0.9%
Q1 2017$2,875,000
-3.3%
15,062
-7.7%
0.23%
-7.3%
Q4 2016$2,972,000
+5.1%
16,312
+0.8%
0.25%
+3.4%
Q3 2016$2,827,000
+12.0%
16,182
+8.4%
0.24%
+8.7%
Q2 2016$2,525,000
+6.1%
14,932
+2.1%
0.22%
+7.4%
Q1 2016$2,379,000
+2.1%
14,632
+1.1%
0.20%
+0.5%
Q4 2015$2,329,000
+9.8%
14,467
+7.1%
0.20%
+5.2%
Q3 2015$2,121,000
-7.3%
13,5020.0%0.19%
+2.7%
Q2 2015$2,289,000
+3.9%
13,502
+5.1%
0.19%
+3.3%
Q1 2015$2,203,000
-6.3%
12,847
-12.7%
0.18%
-1.1%
Q4 2014$2,350,000
+14.1%
14,719
+8.2%
0.18%
+10.2%
Q3 2014$2,059,000
-3.6%
13,598
-0.0%
0.17%
-4.0%
Q2 2014$2,136,000
+3.7%
13,600
+1.0%
0.17%
-2.8%
Q1 2014$2,060,000
+9.0%
13,472
+7.1%
0.18%
+6.5%
Q4 2013$1,890,000
+5.8%
12,581
-2.1%
0.17%
-2.9%
Q3 2013$1,787,000
+6.4%
12,846
-1.4%
0.17%
+1.8%
Q2 2013$1,679,00013,0350.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders