BAR HARBOR WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 941 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$483,214
-29.7%
16,027
-27.9%
0.04%
-28.3%
Q2 2023$687,822
+40.8%
22,238
+42.1%
0.05%
+35.9%
Q1 2023$488,468
+2.3%
15,6460.0%0.04%
+2.6%
Q4 2022$477,673
-41.2%
15,646
-39.1%
0.04%
-45.7%
Q3 2022$813,000
-18.3%
25,675
-15.2%
0.07%
-12.5%
Q2 2022$995,000
+14.8%
30,260
+27.1%
0.08%
+2.6%
Q1 2022$867,000
-9.5%
23,810
-2.1%
0.08%
-3.7%
Q4 2021$958,000
+0.6%
24,310
-0.9%
0.08%
-9.0%
Q3 2021$952,000
+13.7%
24,535
+15.3%
0.09%
+14.1%
Q2 2021$837,000
+44.1%
21,285
+40.7%
0.08%
+36.8%
Q1 2021$581,000
-0.2%
15,1250.0%0.06%
-1.7%
Q4 2020$582,000
+36.3%
15,125
+29.0%
0.06%
+23.4%
Q3 2020$427,000
+23.4%
11,725
+17.5%
0.05%
+17.5%
Q2 2020$346,000
-48.0%
9,975
-43.6%
0.04%
-45.2%
Q4 2019$665,000
+75.5%
17,685
+75.2%
0.07%
+65.9%
Q3 2019$379,00010,0950.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders