BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64,807
-2.8%
1,4960.0%0.04%
-2.6%
Q2 2023$66,662
+7.5%
1,4960.0%0.04%0.0%
Q1 2023$61,994
+6.2%
1,4960.0%0.04%0.0%
Q4 2022$58,3590.0%1,4960.0%0.04%0.0%
Q3 2022$58,3591,4960.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 2,252,743$77,675,0008.24%
Beirne Wealth Consulting Services, LLC 263,394$9,082,0008.00%
Strategic Financial Services, Inc, 1,794,498$61,874,0007.11%
Clearwater Capital Advisors, LLC 680,560$23,466,0003.91%
Strategic Wealth Management Group, LLC 168,981$5,826,0003.77%
Sterneck Capital Management, LLC 135,457$4,671,0003.72%
PHILLIPS FINANCIAL MANAGEMENT, LLC 639,177$22,039,0003.61%
Stone House Investment Management, LLC 117,505$4,052,0002.96%
Lucia Wealth Services, LLC 201,176$6,937,0002.13%
BELLEVUE ASSET MANAGEMENT, LLC 64,001$2,207,0001.70%
View complete list of ISHARES TR shareholders