BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 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 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders