BAR HARBOR WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$316,000
-47.9%
3,162
-16.1%
0.04%
-34.8%
Q4 2019$606,000
-14.2%
3,769
-19.8%
0.07%
-19.5%
Q3 2019$706,000
+0.1%
4,702
-0.8%
0.08%0.0%
Q2 2019$705,000
+1.1%
4,742
+0.3%
0.08%
-2.4%
Q1 2019$697,000
+10.3%
4,727
-1.4%
0.08%0.0%
Q4 2018$632,000
-21.6%
4,792
-0.8%
0.08%
-7.7%
Q3 2018$806,000
-4.2%
4,831
-6.2%
0.09%
-9.9%
Q2 2018$841,000
+8.2%
5,148
-0.0%
0.10%
+6.3%
Q1 2018$777,000
-2.3%
5,150
-0.5%
0.10%
+2.2%
Q4 2017$795,000
+5.7%
5,174
+2.1%
0.09%
+2.2%
Q3 2017$752,000
+27.7%
5,069
+20.4%
0.09%
+28.2%
Q2 2017$589,000
-12.7%
4,210
-13.5%
0.07%
-10.1%
Q1 2017$675,000
-8.5%
4,869
-7.6%
0.08%
-2.5%
Q4 2016$738,000
+12.3%
5,270
+0.0%
0.08%
+9.5%
Q3 2016$657,000
+5.5%
5,268
-1.1%
0.07%
+2.8%
Q2 2016$623,000
-3.1%
5,329
-6.0%
0.07%
-7.7%
Q1 2016$643,000
+3.7%
5,672
-1.1%
0.08%0.0%
Q4 2015$620,000
+0.3%
5,734
-2.7%
0.08%
-4.9%
Q3 2015$618,000
-9.5%
5,895
+1.6%
0.08%
-1.2%
Q2 2015$683,000
-5.4%
5,801
-4.5%
0.08%
-5.7%
Q1 2015$722,000
+0.7%
6,073
-0.0%
0.09%
-2.2%
Q4 2014$717,000
+4.4%
6,076
-5.1%
0.09%
+2.3%
Q3 2014$687,000
-11.0%
6,403
-4.3%
0.09%
-9.3%
Q2 2014$772,000
+1.6%
6,688
-0.1%
0.10%
-1.0%
Q1 2014$760,000
+1.3%
6,696
-0.7%
0.10%
+1.0%
Q4 2013$750,000
-8.8%
6,741
-16.2%
0.10%
-15.7%
Q3 2013$822,000
+9.5%
8,045
+0.0%
0.12%
+5.5%
Q2 2013$751,000
-24.0%
8,042
-26.8%
0.11%
-27.8%
Q1 2013$988,00010,9820.15%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders