Barrett Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 204 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q3 2019
NameSharesValueWeighting ↓
Newman & Schimel, LLC 848,413$40,215,00019.34%
MARYLAND CAPITAL ADVISORS INC. 370,527$17,563,00018.53%
Campbell Wealth Management 2,280,073$108,075,00015.14%
Old North State Trust, LLC 325$15,414,00014.09%
Klaas Financial Asset Advisors, LLC 1,176,754$55,778,00013.83%
Opal Wealth Advisors, LLC 420,466$19,930,00013.18%
Prosperity Planning, Inc. 513,160$25,213,00012.88%
Buttonwood Financial Advisors Inc. 265,115$12,566,00011.34%
Courage Miller Partners, LLC 461,490$21,875,00010.39%
Oak Asset Management, LLC 461,490$21,875,00010.39%
View complete list of ISHARES TR shareholders