Bay Harbor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$298,048
-3.8%
7,656
-0.1%
0.12%
-0.8%
Q2 2023$309,783
+1.4%
7,6660.0%0.13%
-3.1%
Q1 2023$305,566
+104905.5%
7,6660.0%0.13%0.0%
Q4 2022$291
-99.9%
7,666
-12.3%
0.13%
-13.9%
Q3 2022$320,000
-6.2%
8,7400.0%0.15%
-1.9%
Q2 2022$341,000
-8.6%
8,740
+0.6%
0.15%
+2.0%
Q1 2022$373,000
-1.8%
8,686
+0.3%
0.15%
-1.3%
Q4 2021$380,000
-1.6%
8,659
+0.4%
0.15%
-6.1%
Q3 2021$386,000
-1.0%
8,621
-0.5%
0.16%
-1.8%
Q2 2021$390,000
-7.1%
8,665
-10.1%
0.17%
-14.0%
Q1 2021$420,000
-0.5%
9,643
-1.2%
0.19%
+1.0%
Q4 2020$422,000
-12.6%
9,764
-17.0%
0.19%
-20.7%
Q3 2020$483,000
+1.7%
11,765
-1.2%
0.24%
-4.7%
Q2 2020$475,000
+8.2%
11,908
-0.2%
0.25%
-5.2%
Q1 2020$439,000
-5.8%
11,937
+2.7%
0.27%
+6.0%
Q4 2019$466,000
-16.0%
11,622
-17.8%
0.25%
-24.1%
Q3 2019$555,000
+0.9%
14,137
+0.2%
0.33%
-2.6%
Q2 2019$550,000
-8.3%
14,107
-10.5%
0.34%
-16.6%
Q1 2019$600,000
+7.3%
15,758
+0.6%
0.41%
-8.1%
Q4 2018$559,00015,6680.44%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders