BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 119 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$79,891
-1.6%
3,325
+0.3%
0.05%0.0%
Q2 2023$81,214
+41.2%
3,315
+43.8%
0.05%
+30.6%
Q1 2023$57,507
+163.1%
2,306
+156.2%
0.04%
+157.1%
Q4 2022$21,8610.0%9000.0%0.01%0.0%
Q3 2022$21,8619000.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 120,844$3,183,0002.82%
PFG Private Wealth Management, LLC 182,410$4,805,0002.47%
Legacy CG, LLC 120,746$3,180,0002.07%
Peloton Wealth Strategists 163,000$4,293,0001.79%
Matthew Goff Investment Advisor, LLC 265,620$6,996,0001.64%
SIGMA INVESTMENT COUNSELORS INC 784,781$20,671,0001.48%
Signature Wealth Management Group 108,488$2,858,0001.29%
Bradley & Co. Private Wealth Management, LLC 39,888$1,051,0000.90%
Praetorian Wealth Management, Inc. 85,563$2,253,0000.77%
Guidance Point Advisors, LLC 48,387$1,872,0000.71%
View complete list of ISHARES TR shareholders