Bay Harbor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 302 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders