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

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 216 filers reported holding ISHARES U S ETF TR in Q2 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 U S ETF TR
ValueSharesWeighting
Q4 2022$685
-99.9%
24,304
+6.4%
0.31%
-20.1%
Q3 2022$816,000
-8.1%
22,840
+5.3%
0.38%
-4.2%
Q2 2022$888,000
-68.0%
21,692
-68.7%
0.40%
-64.2%
Q1 2022$2,774,000
+22.5%
69,253
+5.2%
1.12%
+23.1%
Q4 2021$2,265,000
-10.1%
65,833
-6.4%
0.91%
-14.3%
Q3 2021$2,520,000
+13.5%
70,325
+9.3%
1.06%
+12.4%
Q2 2021$2,220,00064,3590.95%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
PALLADIEM, LLC 236,992$9,702,0009.64%
Northwest Capital Management Inc 370,622$15,173,0007.95%
TRUE Private Wealth Advisors 1,200,085$49,131,0007.15%
Williams Financial, LLC 145,642$5,963,0004.85%
Scarborough Advisors, LLC 338,335$13,851,0004.72%
MCMORGAN & CO LLC 502,160$20,558,0004.60%
Evolution Wealth Advisors, LLC 440,269$18,025,0004.56%
Ledge Wealth Management, Inc. 157,715$6,457,0003.97%
BKA Wealth Consulting, Inc. 48,443$1,983,0003.60%
Axiom Advisory, LLC 66,839$2,737,0003.04%
View complete list of ISHARES U S ETF TR shareholders