Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 80 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,335
-0.1%
2090.0%0.00%0.0%
Q2 2023$14,349
+7.5%
209
+0.5%
0.00%0.0%
Q1 2023$13,353
+121290.9%
2080.0%0.00%0.0%
Q4 2022$11
-99.9%
208
+0.5%
0.00%0.0%
Q3 2022$11,000
-15.4%
2070.0%0.00%0.0%
Q2 2022$13,000
-13.3%
207
+1.0%
0.00%0.0%
Q1 2022$15,000
-11.8%
2050.0%0.00%
-50.0%
Q4 2021$17,0000.0%205
+1.5%
0.00%0.0%
Q3 2021$17,000
-5.6%
2020.0%0.00%0.0%
Q2 2021$18,000
+12.5%
2020.0%0.00%0.0%
Q1 2021$16,000
+6.7%
2020.0%0.00%0.0%
Q4 2020$15,000
+15.4%
202
+0.5%
0.00%0.0%
Q3 2020$13,000
+8.3%
201
+0.5%
0.00%
+100.0%
Q2 2020$12,000
+20.0%
2000.0%0.00%0.0%
Q1 2020$10,000
-16.7%
2000.0%0.00%0.0%
Q4 2019$12,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 96,655$7,175,0002.36%
HC Advisors, LLC 39,450$2,928,0002.00%
CORRADO ADVISORS, LLC 19,376$1,438,0001.11%
Ground Swell Capital, LLC 2,933$218,0000.84%
Slow Capital, Inc. 23,871$1,772,0000.42%
Destination Wealth Management 108,180$8,030,0000.35%
Laidlaw Wealth Management LLC 16,146$1,199,0000.25%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$557,0000.24%
Kore Private Wealth LLC 14,843$1,102,0000.17%
TBH Global Asset Management, LLC 7,011$520,0000.16%
View complete list of ISHARES TR shareholders