Bay Harbor Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2021$9,0000.0%1730.0%0.00%0.0%
Q2 2021$9,0000.0%1730.0%0.00%0.0%
Q1 2021$9,0000.0%1730.0%0.00%0.0%
Q4 2020$9,000
-99.3%
173
-99.3%
0.00%
-99.3%
Q3 2020$1,233,000
+19.8%
24,600
+19.6%
0.61%
+11.8%
Q2 2020$1,029,000
-55.0%
20,572
-56.4%
0.55%
-60.4%
Q1 2020$2,285,000
+5.9%
47,130
+9.7%
1.39%
+19.1%
Q4 2019$2,158,000
-26.2%
42,952
-26.0%
1.16%
-33.3%
Q3 2019$2,924,000
-1.7%
58,078
-1.7%
1.75%
-5.3%
Q2 2019$2,974,000
+23.5%
59,086
+23.2%
1.84%
+12.3%
Q1 2019$2,409,000
+82.1%
47,944
+80.6%
1.64%
+55.9%
Q4 2018$1,323,00026,5481.05%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders