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

ISHARES U S ETF TR's ticker is IETC and the CUSIP is 46431W648. A total of 33 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$312,171
-3.1%
5,8470.0%0.13%0.0%
Q2 2023$322,172
+16.8%
5,8470.0%0.13%
+12.0%
Q1 2023$275,737
+115755.9%
5,847
+0.0%
0.12%
+9.3%
Q4 2022$238
-99.9%
5,8460.0%0.11%
-1.8%
Q3 2022$231,000
-6.5%
5,8460.0%0.11%
-2.7%
Q2 2022$247,000
-23.3%
5,846
+0.0%
0.11%
-13.8%
Q1 2022$322,000
+3.2%
5,845
+2.6%
0.13%
+3.2%
Q4 2021$312,000
-4.0%
5,698
-2.3%
0.13%
-8.0%
Q3 2021$325,000
+1.2%
5,8330.0%0.14%0.0%
Q2 2021$321,000
+13.4%
5,8330.0%0.14%
+5.4%
Q1 2021$283,000
-0.7%
5,833
-2.6%
0.13%
+0.8%
Q4 2020$285,0005,9910.13%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kozak & Associates, Inc. 575,444$31,315,64111.46%
SUTTON PLACE INVESTORS LLC 25,000$1,330,7501.73%
Fulcrum Equity Management 17,190$915,0241.07%
Shira Ridge Wealth Management 17,597$936,6730.62%
Ironwood Financial, llc 11,212$596,8150.16%
Legacy Capital Group California, Inc. 6,045$321,7750.14%
KM Capital Management Ltd. 3,769$200,6230.14%
Bay Harbor Wealth Management, LLC 5,847$312,1710.13%
Moloney Securities Asset Management, LLC 6,480$344,9300.06%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,533$560,6610.05%
View complete list of ISHARES U S ETF TR shareholders