Bay Harbor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 277 filers reported holding ISHARES TR in Q2 2022. 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$816
-31.6%
11
-99.9%
0.00%
-100.0%
Q4 2022$1,193
-99.9%
17,177
+0.4%
0.54%
-3.8%
Q3 2022$1,179,000
+2.3%
17,105
+3.0%
0.56%
+6.9%
Q2 2022$1,152,000
+509.5%
16,612
+632.1%
0.52%
+584.2%
Q1 2022$189,000
+9.2%
2,269
+8.8%
0.08%
+8.6%
Q4 2021$173,0002,0860.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders