Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 102 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Barrett Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$265,000
-0.4%
5,1850.0%0.01%0.0%
Q2 2021$266,0000.0%5,1850.0%0.01%
-7.7%
Q1 2021$266,000
-50.3%
5,185
-50.0%
0.01%
-13.3%
Q4 2020$535,000
+100.4%
10,370
+100.0%
0.02%
-6.2%
Q3 2020$267,000
+172.4%
5,185
+171.5%
0.02%
+166.7%
Q2 2020$98,000
+2.1%
1,9100.0%0.01%
-14.3%
Q1 2020$96,000
-50.0%
1,910
-50.0%
0.01%
+16.7%
Q4 2019$192,000
+100.0%
3,820
+100.0%
0.01%0.0%
Q3 2019$96,0000.0%1,9100.0%0.01%0.0%
Q2 2019$96,000
+1.1%
1,9100.0%0.01%0.0%
Q1 2019$95,000
+1.1%
1,9100.0%0.01%
-14.3%
Q4 2018$94,0000.0%1,9100.0%0.01%
+16.7%
Q3 2018$94,000
-13.0%
1,910
-13.6%
0.01%
-14.3%
Q2 2018$108,000
-0.9%
2,2100.0%0.01%
-12.5%
Q1 2018$109,000
+9.0%
2,210
+10.0%
0.01%
+14.3%
Q4 2017$100,000
-1.0%
2,0100.0%0.01%0.0%
Q3 2017$101,0000.0%2,0100.0%0.01%
-12.5%
Q2 2017$101,000
+17.4%
2,010
+17.5%
0.01%
+14.3%
Q1 2017$86,000
-28.9%
1,710
-29.0%
0.01%
-30.0%
Q4 2016$121,000
-0.8%
2,4100.0%0.01%0.0%
Q3 2016$122,0000.0%2,410
+100.0%
0.01%
-9.1%
Q2 2016$122,000
+15.1%
1,205
+14.2%
0.01%
+22.2%
Q1 2016$106,000
+1.0%
1,0550.0%0.01%0.0%
Q4 2015$105,000
-0.9%
1,0550.0%0.01%
-10.0%
Q3 2015$106,0000.0%1,0550.0%0.01%
+11.1%
Q2 2015$106,000
+21.8%
1,055
+22.0%
0.01%
+28.6%
Q1 2015$87,0008650.01%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 28,032$2,809,0002.90%
NORTHWEST INVESTMENT COUNSELORS, LLC 28,553$2,861,0001.83%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,183,936$118,618,0000.89%
PHILLIPS FINANCIAL MANAGEMENT, LLC 22,740$2,281,0000.65%
ENVESTNET ASSET MANAGEMENT INC 585,912$58,703,0000.60%
Towercrest Capital Management 3,662$367,0000.42%
Homrich & Berg 38,427$3,850,0000.39%
LADENBURG THALMANN FINANCIAL SERVICES INC. 113,195$11,341,0000.25%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 4,265$427,310,0000.20%
COBIZ WEALTH, LLC 7,734$775,0000.18%
View complete list of ISHARES TR shareholders