Bay Harbor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,804
-7.0%
4980.0%0.01%
-7.7%
Q2 2023$30,970
+14.4%
4980.0%0.01%
+18.2%
Q1 2023$27,071
+122950.0%
4980.0%0.01%
+10.0%
Q4 2022$22
-100.0%
498
-91.1%
0.01%
-91.0%
Q3 2022$236,000
-15.4%
5,597
-8.2%
0.11%
-11.9%
Q2 2022$279,000
-85.0%
6,097
-80.9%
0.13%
-83.2%
Q1 2022$1,856,000
+1.0%
31,990
+1.3%
0.75%
+1.4%
Q4 2021$1,838,000
-36.9%
31,569
-38.6%
0.74%
-39.8%
Q3 2021$2,913,000
+159.9%
51,407
+1447.9%
1.23%
+157.1%
Q2 2021$1,121,000
-53.8%
3,321
-57.8%
0.48%
-57.0%
Q1 2021$2,424,000
+12.2%
7,878
+9.4%
1.11%
+13.5%
Q4 2020$2,160,000
+19.8%
7,198
+5.2%
0.98%
+9.1%
Q3 2020$1,803,000
+21.3%
6,840
+8.4%
0.90%
+13.2%
Q2 2020$1,486,000
+27.1%
6,308
-1.6%
0.79%
+11.7%
Q1 2020$1,169,000
-10.9%
6,411
+2.9%
0.71%
+0.3%
Q4 2019$1,312,000
+38.5%
6,232
+21.7%
0.71%
+25.1%
Q3 2019$947,000
+6.0%
5,121
+3.0%
0.57%
+2.2%
Q2 2019$893,000
+40.4%
4,974
+33.9%
0.55%
+27.6%
Q1 2019$636,000
+103.2%
3,715
+71.1%
0.43%
+74.3%
Q4 2018$313,0002,1710.25%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders