BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 598 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$10,000
+2.4%
850.0%0.00%0.0%
Q4 2022$9,766
-2.3%
850.0%0.00%0.0%
Q3 2022$10,000
-23.1%
85
-22.0%
0.00%
-50.0%
Q2 2022$13,0000.0%1090.0%0.00%
+100.0%
Q1 2022$13,0001090.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders