Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,243,000
+16.8%
32,037
+18.4%
0.06%
+16.3%
Q2 2021$1,064,000
+42.8%
27,062
+39.4%
0.05%
+32.4%
Q1 2021$745,000
-40.0%
19,412
-41.2%
0.04%
+8.8%
Q4 2020$1,241,000
+127.7%
33,024
+120.7%
0.03%
+6.2%
Q3 2020$545,000
+8.1%
14,962
+2.7%
0.03%0.0%
Q2 2020$504,000
+7.5%
14,562
-1.2%
0.03%
-13.5%
Q1 2020$469,000
-37.8%
14,737
-26.5%
0.04%
+54.2%
Q4 2019$754,000
+250.7%
20,049
+251.0%
0.02%
+71.4%
Q3 2019$215,000
+225.8%
5,712
+220.5%
0.01%
+250.0%
Q2 2019$66,000
+1.5%
1,7820.0%0.00%0.0%
Q1 2019$65,000
+6.6%
1,7820.0%0.00%
-20.0%
Q4 2018$61,000
-40.8%
1,782
-35.9%
0.01%
-28.6%
Q3 2018$103,000
+8.4%
2,782
+11.0%
0.01%
+16.7%
Q2 2018$95,000
+1.1%
2,5070.0%0.01%
-14.3%
Q1 2018$94,000
-59.5%
2,507
-58.9%
0.01%
-56.2%
Q4 2017$232,000
-2.1%
6,1070.0%0.02%
-5.9%
Q3 2017$237,000
+20.9%
6,107
+22.0%
0.02%
+13.3%
Q2 2017$196,000
-1.0%
5,007
-2.0%
0.02%
-6.2%
Q1 2017$198,000
+4.2%
5,1070.0%0.02%0.0%
Q4 2016$190,000
+18.8%
5,107
+26.1%
0.02%
+23.1%
Q3 2016$160,000
-1.2%
4,0500.0%0.01%
-7.1%
Q2 2016$162,000
-25.3%
4,050
-27.0%
0.01%
-26.3%
Q1 2016$217,000
+0.5%
5,5500.0%0.02%0.0%
Q4 2015$216,000
+0.9%
5,5500.0%0.02%0.0%
Q3 2015$214,000
-1.4%
5,5500.0%0.02%
+5.6%
Q2 2015$217,000
-10.7%
5,550
-8.3%
0.02%
-10.0%
Q1 2015$243,000
-25.7%
6,050
-27.1%
0.02%
-23.1%
Q4 2014$327,000
+8.3%
8,300
+8.5%
0.03%
+8.3%
Q3 2014$302,000
-10.9%
7,650
-9.8%
0.02%
-14.3%
Q2 2014$339,000
+17.3%
8,485
+14.7%
0.03%
+12.0%
Q1 2014$289,000
+48.2%
7,400
+39.6%
0.02%
+47.1%
Q4 2013$195,000
+53.5%
5,300
+58.2%
0.02%
+41.7%
Q3 2013$127,000
+5.0%
3,350
+8.9%
0.01%0.0%
Q2 2013$121,0003,0750.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders