BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 327 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$15,192
+19.5%
1200.0%0.00%0.0%
Q3 2023$12,716
-9.2%
1200.0%0.00%0.0%
Q2 2023$14,000
+1.4%
1200.0%0.00%0.0%
Q1 2023$13,810
+2.9%
1200.0%0.00%0.0%
Q4 2022$13,423
+22.0%
1200.0%0.00%
-50.0%
Q3 2022$11,000
-8.3%
1200.0%0.00%0.0%
Q2 2022$12,000
-7.7%
1200.0%0.00%
+100.0%
Q1 2022$13,000
+8.3%
1200.0%0.00%0.0%
Q4 2021$12,000
-7.7%
1200.0%0.00%0.0%
Q3 2021$13,0000.0%1200.0%0.00%0.0%
Q2 2021$13,000
+8.3%
1200.0%0.00%0.0%
Q1 2021$12,000
+9.1%
1200.0%0.00%0.0%
Q4 2020$11,000
-94.3%
120
-90.1%
0.00%
-96.2%
Q3 2020$192,000
-3.5%
1,2100.0%0.03%
-10.3%
Q2 2020$199,000
+14.4%
1,2100.0%0.03%
-3.3%
Q1 2020$174,000
-35.3%
1,2100.0%0.03%
-21.1%
Q4 2019$269,000
-1.1%
1,2100.0%0.04%
-7.3%
Q3 2019$272,000
+5.0%
1,2100.0%0.04%
+7.9%
Q2 2019$259,000
+7.5%
1,2100.0%0.04%
+5.6%
Q1 2019$241,000
+15.3%
1,2100.0%0.04%
+2.9%
Q4 2018$209,000
-20.2%
1,2100.0%0.04%
-5.4%
Q3 2018$262,000
+12.4%
1,2100.0%0.04%
+2.8%
Q2 2018$233,000
+2.2%
1,210
+5.2%
0.04%
-2.7%
Q1 2018$228,000
+5.6%
1,1500.0%0.04%
+8.8%
Q4 2017$216,000
+5.4%
1,1500.0%0.03%
+3.0%
Q3 2017$205,000
+13.3%
1,1500.0%0.03%
+13.8%
Q2 2017$181,0001,1500.03%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders