Baldwin Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 81 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baldwin Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$203,000
-10.2%
1,820
-5.2%
0.03%
-11.4%
Q4 2021$226,000
+9.2%
1,9200.0%0.04%
-2.8%
Q3 2021$207,0000.0%1,9200.0%0.04%
+2.9%
Q2 2021$207,000
-2.4%
1,920
-9.4%
0.04%
-10.3%
Q1 2021$212,000
-10.9%
2,120
-15.9%
0.04%
-17.0%
Q4 2020$238,000
+13.3%
2,520
+100.0%
0.05%
-4.1%
Q3 2020$210,000
-12.9%
1,260
-16.6%
0.05%
-23.4%
Q4 2019$241,000
+8.1%
1,5100.0%0.06%
-1.5%
Q3 2019$223,000
+0.9%
1,5100.0%0.06%
+1.6%
Q2 2019$221,000
+3.8%
1,5100.0%0.06%0.0%
Q1 2019$213,000
-3.2%
1,5100.0%0.06%
+1.6%
Q3 2018$220,000
+6.8%
1,5100.0%0.06%
-3.1%
Q2 2018$206,000
+2.0%
1,5100.0%0.06%
-9.7%
Q4 2017$202,000
-10.6%
1,510
-30.9%
0.07%
-18.2%
Q4 2014$226,000
+4.1%
2,1850.0%0.09%
-1.1%
Q3 2014$217,0000.0%2,1850.0%0.09%
-5.3%
Q2 2014$217,000
+4.8%
2,1850.0%0.09%
+2.2%
Q1 2014$207,000
+1.5%
2,1850.0%0.09%0.0%
Q4 2013$204,0002,1850.09%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders