Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$574,000
-12.0%
11,000
-6.3%
0.02%
-4.0%
Q4 2021$652,000
+47.2%
11,735
+46.7%
0.02%
+25.0%
Q3 2021$443,000
-3.7%
8,0000.0%0.02%
-4.8%
Q2 2021$460,000
+4.3%
8,0000.0%0.02%
-4.5%
Q1 2021$441,000
-57.7%
8,000
-62.3%
0.02%
-24.1%
Q4 2020$1,042,000
+93.7%
21,195
+81.2%
0.03%
-9.4%
Q3 2020$538,000
+8.2%
11,695
+1.7%
0.03%0.0%
Q2 2020$497,00011,5000.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders