Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 195 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$119,000
+13.3%
1,0400.0%0.00%
-20.0%
Q3 2021$105,000
+1.9%
1,0400.0%0.01%0.0%
Q2 2021$103,000
+13.2%
1,0400.0%0.01%0.0%
Q1 2021$91,000
-45.2%
1,040
-20.0%
0.01%0.0%
Q4 2020$166,000
+112.8%
1,300
+400.0%
0.01%0.0%
Q3 2020$78,000
+11.4%
2600.0%0.01%
+25.0%
Q2 2020$70,000
+32.1%
2600.0%0.00%0.0%
Q1 2020$53,000
-53.1%
260
-50.0%
0.00%0.0%
Q4 2019$113,000
+113.2%
520
+100.0%
0.00%
+33.3%
Q3 2019$53,000
+3.9%
2600.0%0.00%0.0%
Q2 2019$51,000
+2.0%
2600.0%0.00%0.0%
Q1 2019$50,000
+19.0%
2600.0%0.00%0.0%
Q4 2018$42,000
-16.0%
2600.0%0.00%0.0%
Q3 2018$50,000
+8.7%
2600.0%0.00%0.0%
Q2 2018$46,000
+4.5%
2600.0%0.00%0.0%
Q1 2018$44,000
+4.8%
2600.0%0.00%0.0%
Q4 2017$42,000
+7.7%
2600.0%0.00%0.0%
Q3 2017$39,000
+8.3%
2600.0%0.00%0.0%
Q2 2017$36,000
+2.9%
2600.0%0.00%0.0%
Q1 2017$35,000
+12.9%
2600.0%0.00%0.0%
Q4 2016$31,0000.0%2600.0%0.00%0.0%
Q3 2016$31,000
+14.8%
2600.0%0.00%
+50.0%
Q2 2016$27,000
-3.6%
2600.0%0.00%0.0%
Q1 2016$28,0000.0%2600.0%0.00%0.0%
Q4 2015$28,000
+7.7%
2600.0%0.00%0.0%
Q3 2015$26,000
-3.7%
2600.0%0.00%0.0%
Q2 2015$27,0000.0%2600.0%0.00%0.0%
Q1 2015$27,0000.0%2600.0%0.00%0.0%
Q4 2014$27,000
-15.6%
260
-18.8%
0.00%
-33.3%
Q3 2014$32,000
+3.2%
3200.0%0.00%0.0%
Q2 2014$31,000
+6.9%
3200.0%0.00%0.0%
Q1 2014$29,0003200.00%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Giralda Advisors, LLC 391,800$41,123,00016.02%
CINQUE PARTNERS LLC 89,414$9,385,00014.38%
Pinnacle Advisory Group, Inc. 862,341$90,511,0008.10%
US FINANCIAL ADVISORS, LLC 58,710$6,162,0005.60%
Manifold Partners, LLC 35,761$3,753,0003.71%
Arrow Investment Advisors, LLC 168,240$17,658,0003.24%
Simplicity Solutions, LLC 24,884$2,612,0003.09%
Concorde Asset Management, LLC 23,668$2,484,0002.83%
Stillwater Capital Advisors, LLC 78,387$8,228,0002.50%
Commonwealth Financial Services, LLC 26,315$2,762,0002.43%
View complete list of ISHARES TR shareholders