Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

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 Q3 2019
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders