Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 73 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$508,000
-9.0%
5,2500.0%0.02%0.0%
Q4 2021$558,000
+385.2%
5,250
+337.5%
0.02%
+320.0%
Q3 2021$115,0000.0%1,2000.0%0.01%0.0%
Q2 2021$115,000
-9.4%
1,200
-17.2%
0.01%
-16.7%
Q1 2021$127,000
-47.1%
1,450
-36.3%
0.01%
-14.3%
Q4 2020$240,000
+98.3%
2,275
+175.8%
0.01%0.0%
Q3 2020$121,000
-4.7%
825
-13.2%
0.01%
-12.5%
Q2 2020$127,000
+22.1%
9500.0%0.01%0.0%
Q1 2020$104,000
-57.4%
950
-50.0%
0.01%0.0%
Q4 2019$244,000
+108.5%
1,900
+100.0%
0.01%0.0%
Q3 2019$117,000
+0.9%
9500.0%0.01%0.0%
Q2 2019$116,000
+12.6%
950
+8.6%
0.01%
+14.3%
Q1 2019$103,000
+14.4%
8750.0%0.01%0.0%
Q4 2018$90,000
-13.5%
8750.0%0.01%0.0%
Q3 2018$104,000
+2.0%
875
-2.8%
0.01%0.0%
Q2 2018$102,000
+18.6%
900
+16.1%
0.01%
+16.7%
Q1 2018$86,0000.0%7750.0%0.01%0.0%
Q4 2017$86,000
+6.2%
7750.0%0.01%0.0%
Q3 2017$81,000
+2.5%
7750.0%0.01%0.0%
Q2 2017$79,000
-23.3%
775
-26.2%
0.01%
-25.0%
Q1 2017$103,000
+6.2%
1,0500.0%0.01%0.0%
Q4 2016$97,000
+26.0%
1,050
+23.5%
0.01%
+33.3%
Q3 2016$77,000
+14.9%
850
+10.4%
0.01%0.0%
Q2 2016$67,000
+6.3%
770
+3.4%
0.01%
+20.0%
Q1 2016$63,000
+5.0%
745
+2.8%
0.01%0.0%
Q4 2015$60,000
+13.2%
725
+7.4%
0.01%0.0%
Q3 2015$53,000
-7.0%
6750.0%0.01%0.0%
Q2 2015$57,000
+3.6%
675
+6.3%
0.01%0.0%
Q1 2015$55,000
+31.0%
635
+30.9%
0.01%
+66.7%
Q4 2014$42,000
+82.6%
485
+76.4%
0.00%
+50.0%
Q3 2014$23,0000.0%2750.0%0.00%0.0%
Q2 2014$23,000
+9.5%
2750.0%0.00%0.0%
Q1 2014$21,0000.0%2750.0%0.00%0.0%
Q4 2013$21,000
+50.0%
275
+37.5%
0.00%
+100.0%
Q3 2013$14,0000.0%2000.0%0.00%0.0%
Q2 2013$14,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 250,287$20,603,61614.19%
SPINNAKER TRUST 974,344$80,2086.25%
Permanens Capital L.P. 138,418$11,394,5702.76%
Prostatis Group LLC 53,434$4,398,7162.68%
Colorado Capital Management, Inc. 21,595$2,5972.16%
PayPay Securities Corp 371$30,5412.05%
Money Design Co.,Ltd. 709,986$58,4462.00%
Corundum Group, Inc. 39,829$3,2791.85%
VERITY Wealth Advisors 22,538$1,855,3281.82%
SOA Wealth Advisors, LLC. 81,062$6,673,0551.80%
View complete list of ISHARES TR shareholders