BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 192 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$63,253
+11.3%
1,1720.0%0.01%0.0%
Q3 2023$56,842
-14.1%
1,1720.0%0.01%0.0%
Q2 2023$66,171
-3.6%
1,172
-7.9%
0.01%
-16.7%
Q1 2023$68,663
+2.7%
1,2720.0%0.01%0.0%
Q4 2022$66,869
+11.4%
1,2720.0%0.01%
-25.0%
Q3 2022$60,000
-6.2%
1,2720.0%0.01%0.0%
Q2 2022$64,000
-17.9%
1,2720.0%0.01%0.0%
Q1 2022$78,000
+225.0%
1,272
+241.9%
0.01%
+300.0%
Q4 2021$24,000
+4.3%
3720.0%0.00%
-33.3%
Q3 2021$23,000
+4.5%
372
+500.0%
0.00%
+50.0%
Q2 2021$22,000
+10.0%
620.0%0.00%0.0%
Q1 2021$20,0000.0%620.0%0.00%
-33.3%
Q4 2020$20,000
-68.8%
62
-70.8%
0.00%
-66.7%
Q3 2020$64,000
+88.2%
212
+66.9%
0.01%
+80.0%
Q2 2020$34,000
+17.2%
1270.0%0.01%0.0%
Q1 2020$29,000
-74.3%
127
-70.3%
0.01%
-68.8%
Q4 2019$113,000
+73.8%
427
+63.0%
0.02%
+60.0%
Q3 2019$65,000
+333.3%
262
+322.6%
0.01%
+400.0%
Q2 2019$15,000
+7.1%
620.0%0.00%0.0%
Q1 2019$14,000
+16.7%
620.0%0.00%0.0%
Q4 2018$12,000
-14.3%
620.0%0.00%0.0%
Q3 2018$14,000
+16.7%
620.0%0.00%0.0%
Q2 2018$12,000620.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders