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iShares Russell 1000 Index shares owned by Barrett Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Barrett Asset Management from 13F filings

Historical chart of Barrett Asset Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Barrett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Barrett Asset Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $11M 45k 250.05
2021-12-31 $12M 44k 264.44
2021-09-30 $11M 44k 241.71
2021-06-30 $11M 44k 242.08
2021-03-31 $6.2M 28k 223.82
2020-12-31 $5.1M 27k 187.17
2020-09-30 $5.1M 27k 187.17
2020-06-30 $4.6M 27k 171.69
2020-03-31 $3.8M 27k 141.51
2019-12-31 $4.8M 29k 164.55
2019-09-30 $4.8M 29k 164.55
2019-06-30 $4.7M 29k 162.79
2019-03-31 $4.6M 29k 157.29
2018-12-31 $4.0M 29k 138.68
2018-09-30 $4.7M 29k 161.70
2018-06-30 $4.4M 29k 151.97
2018-03-31 $4.3M 29k 146.84
2017-12-31 $4.3M 29k 148.61
2017-09-30 $4.1M 29k 139.88
2017-06-30 $4.0M 30k 135.27
2017-03-31 $3.9M 30k 131.26
2016-12-31 $3.7M 30k 124.45
2016-09-30 $3.6M 30k 120.47
2016-06-30 $3.4M 29k 116.91
2016-03-31 $3.3M 29k 114.08
2015-12-31 $3.2M 28k 113.30
2015-09-30 $3.0M 28k 107.04
2015-06-30 $3.3M 28k 116.05
2015-03-31 $3.2M 28k 115.85
2014-12-31 $3.2M 28k 114.64
2014-09-30 $3.0M 28k 109.87
2014-06-30 $1.8M 16k 110.12
2014-03-31 $843k 8.1k 104.72
2013-12-31 $800k 7.8k 103.23
2013-09-30 $730k 7.8k 94.19
2013-06-30 $697k 7.8k 89.94
2013-03-31 $676k 7.8k 87.23
2012-12-31 $356k 4.5k 79.11
2012-09-30 $358k 4.5k 79.56
2012-06-30 $338k 4.5k 75.11
2012-03-31 $351k 4.5k 78.00
2011-12-31 $229k 3.3k 69.39