BAR HARBOR WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$334,000
-23.6%
12,576
-23.4%
0.03%
-24.4%
Q2 2021$437,000
-25.4%
16,422
-26.6%
0.04%
-28.1%
Q1 2021$586,000
-71.3%
22,370
-70.2%
0.06%
-72.2%
Q4 2020$2,043,000
-5.9%
74,986
-3.4%
0.20%
-14.6%
Q3 2020$2,170,000
+73.9%
77,635
+74.1%
0.24%
+66.7%
Q2 2020$1,248,000
+6.1%
44,590
+6.2%
0.14%
-9.4%
Q1 2020$1,176,000
+92.2%
41,984
+77.9%
0.16%
+137.3%
Q4 2019$612,00023,6030.07%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders