Bay Harbor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,939,453
-70.7%
87,997
-69.6%
0.82%
-69.8%
Q2 2023$6,620,069
-3.2%
289,086
-1.2%
2.70%
-7.0%
Q1 2023$6,838,673
+125680.3%
292,501
+22.2%
2.90%
+19.1%
Q4 2022$5,437
-100.0%
239,299
-53.3%
2.44%
-55.6%
Q3 2022$11,657,000
+53.1%
512,182
+60.8%
5.49%
+59.8%
Q2 2022$7,613,000
-15.8%
318,544
-12.2%
3.44%
-5.9%
Q1 2022$9,038,000
-1.4%
362,821
+1.8%
3.65%
-0.9%
Q4 2021$9,164,000
+20.9%
356,441
+24.8%
3.69%
+15.3%
Q3 2021$7,578,000
-17.0%
285,638
-16.8%
3.20%
-17.8%
Q2 2021$9,128,000
+15.4%
343,174
+13.6%
3.89%
+7.2%
Q1 2021$7,913,000
+18.1%
302,122
+22.8%
3.63%
+19.4%
Q4 2020$6,700,000
+17.2%
245,971
+20.2%
3.04%
+6.7%
Q3 2020$5,718,000
+34.0%
204,596
+34.2%
2.85%
+25.1%
Q2 2020$4,268,000
-25.4%
152,482
-25.4%
2.28%
-34.5%
Q1 2020$5,723,000
+12.7%
204,326
+4.4%
3.48%
+26.7%
Q4 2019$5,079,000
+58.2%
195,783
+60.5%
2.74%
+42.9%
Q3 2019$3,211,000
+24.6%
121,974
+22.1%
1.92%
+20.0%
Q2 2019$2,578,000
+131.4%
99,874
+126.2%
1.60%
+110.7%
Q1 2019$1,114,000
+278.9%
44,152
+270.8%
0.76%
+224.4%
Q4 2018$294,00011,9080.23%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders