Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$45,000
+4.7%
4000.0%0.00%0.0%
Q3 2021$43,000
-2.3%
4000.0%0.00%0.0%
Q2 2021$44,000
+4.8%
4000.0%0.00%0.0%
Q1 2021$42,000
-41.7%
400
-33.3%
0.00%0.0%
Q4 2020$72,000
+118.2%
600
+200.0%
0.00%0.0%
Q3 2020$33,000
+10.0%
2000.0%0.00%0.0%
Q2 2020$30,000
+20.0%
2000.0%0.00%0.0%
Q1 2020$25,000
-62.1%
200
-50.0%
0.00%0.0%
Q4 2019$66,000
+106.2%
400
+100.0%
0.00%0.0%
Q3 2019$32,0000.0%2000.0%0.00%0.0%
Q2 2019$32,000
+6.7%
2000.0%0.00%0.0%
Q1 2019$30,000
+15.4%
2000.0%0.00%0.0%
Q4 2018$26,000
-16.1%
2000.0%0.00%0.0%
Q3 2018$31,000
+6.9%
2000.0%0.00%0.0%
Q2 2018$29,0000.0%2000.0%0.00%0.0%
Q1 2018$29,0000.0%2000.0%0.00%0.0%
Q4 2017$29,000
+3.6%
2000.0%0.00%0.0%
Q3 2017$28,000
+7.7%
2000.0%0.00%0.0%
Q2 2017$26,000
+4.0%
2000.0%0.00%0.0%
Q1 2017$25,000
+4.2%
2000.0%0.00%0.0%
Q4 2016$24,000
+4.3%
2000.0%0.00%0.0%
Q3 2016$23,000
+4.5%
2000.0%0.00%0.0%
Q2 2016$22,000
+4.8%
2000.0%0.00%0.0%
Q1 2016$21,000
-16.0%
200
-16.7%
0.00%0.0%
Q4 2015$25,000
+8.7%
2400.0%0.00%0.0%
Q3 2015$23,000
-8.0%
2400.0%0.00%0.0%
Q2 2015$25,000
-3.8%
2400.0%0.00%0.0%
Q1 2015$26,0000.0%2400.0%0.00%0.0%
Q4 2014$26,000
+8.3%
2400.0%0.00%0.0%
Q3 2014$24,000
-4.0%
2400.0%0.00%0.0%
Q2 2014$25,000
+4.2%
2400.0%0.00%0.0%
Q1 2014$24,0002400.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders