BALDWIN BROTHERS LLC/MA - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders