Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$56,000
-42.9%
1,792
-50.0%
0.00%0.0%
Q4 2020$98,000
+117.8%
3,584
+100.0%
0.00%0.0%
Q3 2020$45,0000.0%1,7920.0%0.00%0.0%
Q2 2020$45,000
+12.5%
1,7920.0%0.00%0.0%
Q1 2020$40,000
-65.2%
1,792
-50.0%
0.00%
-25.0%
Q4 2019$115,000
+109.1%
3,584
+100.0%
0.00%0.0%
Q3 2019$55,0000.0%1,7920.0%0.00%0.0%
Q2 2019$55,0000.0%1,7920.0%0.00%0.0%
Q1 2019$55,000
+7.8%
1,7920.0%0.00%0.0%
Q4 2018$51,000
-12.1%
1,7920.0%0.00%0.0%
Q3 2018$58,000
-50.8%
1,792
-51.5%
0.00%
-50.0%
Q2 2018$118,000
-3.3%
3,6920.0%0.01%
-11.1%
Q1 2018$122,000
-19.7%
3,692
-17.8%
0.01%
-18.2%
Q4 2017$152,0000.0%4,4920.0%0.01%0.0%
Q3 2017$152,000
+28.8%
4,492
+24.2%
0.01%
+22.2%
Q2 2017$118,000
+372.0%
3,616
+352.0%
0.01%
+350.0%
Q1 2017$25,000
+4.2%
8000.0%0.00%0.0%
Q4 2016$24,0000.0%8000.0%0.00%0.0%
Q3 2016$24,000
-7.7%
800
-11.1%
0.00%0.0%
Q2 2016$26,0000.0%9000.0%0.00%0.0%
Q1 2016$26,0000.0%9000.0%0.00%0.0%
Q4 2015$26,000
+550.0%
900
+500.0%
0.00%
Q3 2015$4,000
-20.0%
1500.0%0.00%
Q2 2015$5,0000.0%1500.0%0.00%
Q1 2015$5,0000.0%1500.0%0.00%
Q4 2014$5,0001500.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders