Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 190 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$28,000
+7.7%
3200.0%0.00%0.0%
Q3 2021$26,0000.0%3200.0%0.00%0.0%
Q2 2021$26,000
+8.3%
3200.0%0.00%0.0%
Q1 2021$24,000
-38.5%
320
-33.3%
0.00%0.0%
Q4 2020$39,000
+116.7%
480
+200.0%
0.00%0.0%
Q3 2020$18,0000.0%1600.0%0.00%0.0%
Q2 2020$18,000
+12.5%
1600.0%0.00%0.0%
Q1 2020$16,000
-62.8%
160
-50.0%
0.00%0.0%
Q4 2019$43,000
+104.8%
320
+100.0%
0.00%0.0%
Q3 2019$21,000
+5.0%
1600.0%0.00%0.0%
Q2 2019$20,000
+5.3%
1600.0%0.00%0.0%
Q1 2019$19,000
+11.8%
1600.0%0.00%0.0%
Q4 2018$17,000
-10.5%
1600.0%0.00%0.0%
Q3 2018$19,0000.0%1600.0%0.00%0.0%
Q2 2018$19,0000.0%1600.0%0.00%0.0%
Q1 2018$19,0000.0%1600.0%0.00%0.0%
Q4 2017$19,000
+5.6%
1600.0%0.00%0.0%
Q3 2017$18,000
+5.9%
1600.0%0.00%0.0%
Q2 2017$17,0000.0%1600.0%0.00%0.0%
Q1 2017$17,000
+6.2%
1600.0%0.00%0.0%
Q4 2016$16,000
+14.3%
1600.0%0.00%0.0%
Q3 2016$14,0000.0%1600.0%0.00%0.0%
Q2 2016$14,0000.0%1600.0%0.00%0.0%
Q1 2016$14,000
-12.5%
160
-11.1%
0.00%0.0%
Q4 2015$16,000
+6.7%
1800.0%0.00%0.0%
Q3 2015$15,000
-6.2%
1800.0%0.00%0.0%
Q2 2015$16,0000.0%1800.0%0.00%0.0%
Q1 2015$16,0000.0%1800.0%0.00%0.0%
Q4 2014$16,000
+6.7%
1800.0%0.00%0.0%
Q3 2014$15,0000.0%1800.0%0.00%0.0%
Q2 2014$15,0000.0%1800.0%0.00%0.0%
Q1 2014$15,0001800.00%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders