Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. 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
Q1 2022$823,000
+0.5%
9,512
+7.9%
0.03%
+9.7%
Q4 2021$819,000
+3.5%
8,812
-7.4%
0.03%
-13.9%
Q3 2021$791,000
+0.4%
9,5120.0%0.04%0.0%
Q2 2021$788,000
+4.6%
9,512
-3.5%
0.04%
-2.7%
Q1 2021$753,000
-44.0%
9,862
-33.7%
0.04%0.0%
Q4 2020$1,344,000
+111.7%
14,878
+199.6%
0.04%0.0%
Q3 2020$635,000
+7.3%
4,966
-1.0%
0.04%
-2.6%
Q2 2020$592,000
+15.0%
5,016
-5.2%
0.04%
-5.0%
Q1 2020$515,000
-59.6%
5,291
-52.0%
0.04%0.0%
Q4 2019$1,275,000
+107.3%
11,032
+99.1%
0.04%
-2.4%
Q3 2019$615,000
-0.8%
5,541
-2.2%
0.04%0.0%
Q2 2019$620,000
+7.5%
5,666
+3.7%
0.04%
+5.1%
Q1 2019$577,000
+13.6%
5,4660.0%0.04%0.0%
Q4 2018$508,000
-11.3%
5,466
+1.9%
0.04%
+5.4%
Q3 2018$573,000
+5.7%
5,3660.0%0.04%0.0%
Q2 2018$542,000
+1.9%
5,366
-1.4%
0.04%
-2.6%
Q1 2018$532,000
-0.7%
5,441
-0.3%
0.04%0.0%
Q4 2017$536,000
+5.7%
5,4560.0%0.04%
+2.7%
Q3 2017$507,000
+4.1%
5,4560.0%0.04%0.0%
Q2 2017$487,000
+3.8%
5,456
+0.9%
0.04%0.0%
Q1 2017$469,000
+6.3%
5,406
+0.9%
0.04%
+2.8%
Q4 2016$441,000
+3.5%
5,356
+1.2%
0.04%0.0%
Q3 2016$426,000
+14.5%
5,291
+10.1%
0.04%
+12.5%
Q2 2016$372,000
+9.4%
4,807
+8.1%
0.03%
+10.3%
Q1 2016$340,000
+0.9%
4,4480.0%0.03%0.0%
Q4 2015$337,000
+6.6%
4,4480.0%0.03%0.0%
Q3 2015$316,000
-6.5%
4,4480.0%0.03%
+3.6%
Q2 2015$338,000
-1.7%
4,4480.0%0.03%0.0%
Q1 2015$344,000
+9.9%
4,448
+8.8%
0.03%
+12.0%
Q4 2014$313,000
+4.3%
4,0890.0%0.02%
+4.2%
Q3 2014$300,000
+7.9%
4,089
+7.5%
0.02%
+4.3%
Q2 2014$278,000
+13.0%
3,805
+8.6%
0.02%
+9.5%
Q1 2014$246,000
+7.9%
3,505
+6.1%
0.02%
+5.0%
Q4 2013$228,000
+9.6%
3,3050.0%0.02%0.0%
Q3 2013$208,000
+4.5%
3,3050.0%0.02%0.0%
Q2 2013$199,0003,3050.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Dunhill Financial, LLC 273,893$22,667,36114.29%
Francis Financial, Inc. 136,183$11,086,6555.78%
HILL ISLAND FINANCIAL LLC 108,667$8,846,5863.52%
Laurel Wealth Planning LLC 43,394$3,5332.75%
First Affirmative Financial Network 32,032$2,607,7162.55%
Mascoma Wealth Management LLC 97,501$7,937,5232.48%
McClarren Financial Advisors, Inc. 30,938$2,5172.19%
Columbia Trust Co 01012016 41,375$3,368,3391.95%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,218$3,599,7871.49%
Fingerlakes Wealth Management, Inc. 14,733$1,199,4391.47%
View complete list of ISHARES TR shareholders