BAR HARBOR WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$403,894
-10.0%
5,591
-6.5%
0.03%
-5.9%
Q2 2023$448,575
+5.2%
5,981
+0.3%
0.03%0.0%
Q1 2023$426,486
+4.7%
5,9640.0%0.03%
+3.0%
Q4 2022$407,341
+4.7%
5,964
-3.4%
0.03%
-2.9%
Q3 2022$389,000
-12.8%
6,176
-11.9%
0.03%
-5.6%
Q2 2022$446,000
-20.1%
7,011
-2.9%
0.04%
-28.0%
Q1 2022$558,000
-22.4%
7,223
-14.4%
0.05%
-18.0%
Q4 2021$719,000
-22.9%
8,438
-28.4%
0.06%
-29.9%
Q3 2021$933,000
-16.9%
11,786
-15.1%
0.09%
-16.3%
Q2 2021$1,123,000
-3.2%
13,876
-6.3%
0.10%
-8.0%
Q1 2021$1,160,000
+95.6%
14,804
+80.3%
0.11%
+91.5%
Q4 2020$593,000
+18.8%
8,213
+293.5%
0.06%
+7.3%
Q3 2020$499,000
-1.4%
2,087
-7.5%
0.06%
-5.2%
Q2 2020$506,000
-10.3%
2,257
-28.6%
0.06%
-23.7%
Q1 2020$564,000
-35.8%
3,160
-14.3%
0.08%
-20.8%
Q4 2019$878,000
-2.2%
3,688
-8.0%
0.10%
-7.7%
Q3 2019$898,000
-2.0%
4,010
-0.9%
0.10%
-2.8%
Q2 2019$916,000
+4.6%
4,048
+1.3%
0.11%
+1.9%
Q1 2019$876,000
+15.0%
3,996
+0.3%
0.10%
+4.0%
Q4 2018$762,000
-27.6%
3,985
-11.9%
0.10%
-15.1%
Q3 2018$1,053,000
+3.0%
4,521
-0.6%
0.12%
-3.3%
Q2 2018$1,022,000
+4.0%
4,549
+1.0%
0.12%
+2.5%
Q1 2018$983,000
-0.9%
4,503
-2.0%
0.12%
+4.3%
Q4 2017$992,000
-5.5%
4,594
-11.5%
0.12%
-9.4%
Q3 2017$1,050,000
+5.4%
5,189
+2.5%
0.13%
+6.7%
Q2 2017$996,000
-3.3%
5,063
-6.2%
0.12%
-0.8%
Q1 2017$1,030,000
+2.0%
5,397
-2.6%
0.12%
+8.1%
Q4 2016$1,010,000
+5.3%
5,541
+0.9%
0.11%
+1.8%
Q3 2016$959,000
+2.3%
5,491
-0.9%
0.11%0.0%
Q2 2016$937,000
+1.2%
5,540
-2.8%
0.11%
-3.5%
Q1 2016$926,000
+0.2%
5,697
-0.7%
0.11%
-2.6%
Q4 2015$924,000
-3.4%
5,739
-5.7%
0.12%
-8.7%
Q3 2015$957,000
-7.9%
6,088
-0.7%
0.13%
+0.8%
Q2 2015$1,039,000
+0.6%
6,130
+1.8%
0.13%
+0.8%
Q1 2015$1,033,000
+8.9%
6,022
+1.3%
0.12%
+5.0%
Q4 2014$949,000
+5.4%
5,942
-0.0%
0.12%
+3.5%
Q3 2014$900,000
-4.7%
5,943
-1.1%
0.12%
-2.5%
Q2 2014$944,000
+3.2%
6,010
+0.4%
0.12%0.0%
Q1 2014$915,000
+1.4%
5,985
-0.3%
0.12%
+0.9%
Q4 2013$902,000
-22.2%
6,004
-27.9%
0.12%
-27.8%
Q3 2013$1,159,000
+8.2%
8,330
+0.1%
0.16%
+4.5%
Q2 2013$1,071,000
+12.1%
8,319
+11.5%
0.16%
+6.2%
Q1 2013$955,0007,4590.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders