Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. 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$74,000
+8.8%
2450.0%0.00%0.0%
Q3 2021$68,000
+1.5%
2450.0%0.00%0.0%
Q2 2021$67,000
+8.1%
2450.0%0.00%0.0%
Q1 2021$62,000
-46.6%
245
-50.0%
0.00%0.0%
Q4 2020$116,000
+107.1%
490
+100.0%
0.00%0.0%
Q3 2020$56,000
+5.7%
2450.0%0.00%0.0%
Q2 2020$53,000
+15.2%
2450.0%0.00%
-25.0%
Q1 2020$46,000
-53.5%
245
-50.0%
0.00%
+33.3%
Q4 2019$99,000
+115.2%
490
+100.0%
0.00%0.0%
Q3 2019$46,000
-4.2%
2450.0%0.00%0.0%
Q2 2019$48,000
+2.1%
2450.0%0.00%0.0%
Q1 2019$47,000
+6.8%
2450.0%0.00%0.0%
Q4 2018$44,000
-12.0%
2450.0%0.00%0.0%
Q3 2018$50,000
+13.6%
2450.0%0.00%0.0%
Q2 2018$44,000
+4.8%
2450.0%0.00%0.0%
Q1 2018$42,000
-2.3%
2450.0%0.00%0.0%
Q4 2017$43,000
+2.4%
2450.0%0.00%0.0%
Q3 2017$42,000
+2.4%
2450.0%0.00%0.0%
Q2 2017$41,000
+7.9%
2450.0%0.00%0.0%
Q1 2017$38,000
+8.6%
2450.0%0.00%0.0%
Q4 2016$35,000
-5.4%
2450.0%0.00%0.0%
Q3 2016$37,000
+2.8%
2450.0%0.00%0.0%
Q2 2016$36,000
+5.9%
2450.0%0.00%0.0%
Q1 2016$34,000
-20.9%
245
-14.0%
0.00%
-25.0%
Q4 2015$43,000
+7.5%
2850.0%0.00%0.0%
Q3 2015$40,000
-11.1%
2850.0%0.00%0.0%
Q2 2015$45,000
+2.3%
2850.0%0.00%0.0%
Q1 2015$44,000
-4.3%
285
-10.9%
0.00%0.0%
Q4 2014$46,000
+7.0%
3200.0%0.00%
+33.3%
Q3 2014$43,000
+4.9%
3200.0%0.00%0.0%
Q2 2014$41,000
+5.1%
3200.0%0.00%0.0%
Q1 2014$39,0003200.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders