BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$294,464
-0.7%
13,105
+0.1%
0.17%
+0.6%
Q2 2023$296,589
+3.8%
13,094
+5.7%
0.17%
-5.0%
Q1 2023$285,833
+37.2%
12,384
+35.0%
0.18%
+31.2%
Q4 2022$208,3870.0%9,1740.0%0.14%0.0%
Q3 2022$208,3879,1740.14%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 97,709$2,215,0001.51%
Capital Investment Advisors, LLC 1,369,081$31,036,0001.06%
H. L. Ormond & Company, LLC 22,096$501,0000.80%
BENJAMIN F. EDWARDS & COMPANY, INC. 555,708$12,597,0000.63%
4J Wealth Management LLC 17,020$386,0000.49%
W.H. Cornerstone Investments Inc. 17,868$403,0000.42%
Sargent Bickham Lagudis LLC 194,015$4,398,0000.39%
CONFLUENCE INVESTMENT MANAGEMENT LLC 688,268$15,602,0000.26%
BENJAMIN EDWARDS INC 23,513$533,0000.16%
BARRETT & COMPANY, INC. 9,174$208,3870.14%
View complete list of ISHARES TR shareholders