BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 553 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$82,669
-0.0%
1,224
+0.5%
0.04%
-5.1%
Q1 2024$82,680
+4.5%
1,2180.0%0.04%
-9.3%
Q4 2023$79,110
+8.7%
1,218
+0.4%
0.04%0.0%
Q3 2023$72,759
-4.2%
1,2130.0%0.04%
-2.3%
Q2 2023$75,949
+1.5%
1,213
+0.4%
0.04%
-6.4%
Q1 2023$74,810
+6.2%
1,208
-0.8%
0.05%0.0%
Q4 2022$70,4740.0%1,2180.0%0.05%0.0%
Q3 2022$70,4741,2180.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders