BAR HARBOR WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$591,000
-5.3%
5,173
-1.1%
0.05%
+2.0%
Q2 2022$624,000
+208.9%
5,229
+233.5%
0.05%
+194.1%
Q4 2021$202,000
-10.6%
1,568
-9.9%
0.02%
-19.0%
Q3 2021$226,000
-3.8%
1,740
-3.4%
0.02%
-4.5%
Q2 2021$235,000
-19.5%
1,802
-19.7%
0.02%
-21.4%
Q1 2021$292,000
-9.9%
2,244
-8.0%
0.03%
-12.5%
Q4 2020$324,000
+0.3%
2,439
+0.7%
0.03%
-11.1%
Q3 2020$323,000
+2.5%
2,421
+2.6%
0.04%0.0%
Q2 2020$315,000
+5.0%
2,359
+4.6%
0.04%
-10.0%
Q1 2020$300,000
-18.7%
2,255
-23.1%
0.04%0.0%
Q4 2019$369,000
+3.9%
2,933
+4.8%
0.04%
-2.4%
Q3 2019$355,000
+4.1%
2,799
+3.2%
0.04%
+2.5%
Q2 2019$341,000
+34.3%
2,713
+31.8%
0.04%
+33.3%
Q1 2019$254,000
+10.9%
2,058
+9.1%
0.03%0.0%
Q4 2018$229,0001,8860.03%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders