Bay Harbor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. 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
Q1 2022$3,000
-99.8%
32
-99.8%
0.00%
-99.8%
Q4 2021$1,395,000
-44.4%
16,665
-47.9%
0.56%
-47.0%
Q3 2021$2,509,000
+13.5%
31,980
+12.3%
1.06%
+12.4%
Q2 2021$2,210,000
+220900.0%
28,475
+218938.5%
0.94%
Q4 2020$1,000130.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Diversified, LLC 275,298$21,597,00011.48%
Bernardo Wealth Planning LLC 61,673$4,838,0002.81%
JB Capital LLC 258,983$20,317,0002.63%
VIVID FINANCIAL MANAGEMENT, INC. 72,714$5,704,0002.34%
EQ LLC 37,933$2,976,0002.27%
Tri-Star Advisors Inc. 62,269$5,051,0002.22%
ONE Advisory Partners, LLC 44,894$3,522,0002.19%
Outlook Wealth Advisors, LLC 81,433$6,388,0002.09%
High Falls Advisors, Inc 94,649$7,425,0002.02%
Pettinga Financial Advisors LLC 100,663$7,897,0002.01%
View complete list of ISHARES TR shareholders