Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$15,000
-6.2%
5840.0%0.00%0.0%
Q2 2021$16,000
+6.7%
5840.0%0.00%0.0%
Q1 2021$15,000
-53.1%
584
-50.0%
0.00%0.0%
Q4 2020$32,000
+100.0%
1,168
+100.0%
0.00%0.0%
Q3 2020$16,0000.0%5840.0%0.00%0.0%
Q2 2020$16,0000.0%5840.0%0.00%0.0%
Q1 2020$16,000
-63.6%
584
-65.0%
0.00%0.0%
Q4 2019$44,000
+51.7%
1,668
+53.9%
0.00%
-50.0%
Q3 2019$29,000
+3.6%
1,0840.0%0.00%0.0%
Q2 2019$28,000
+3.7%
1,0840.0%0.00%0.0%
Q1 2019$27,0000.0%1,0840.0%0.00%0.0%
Q4 2018$27,0001,0840.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders