Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$87,433
-7.0%
1,5110.0%0.01%
-12.5%
Q2 2023$94,009
+11.6%
1,511
-2.5%
0.01%
+14.3%
Q1 2023$84,266
+122024.6%
1,5500.0%0.01%
+16.7%
Q4 2022$69
-99.9%
1,550
+0.3%
0.01%
-14.3%
Q3 2022$65,000
+18.2%
1,546
+29.6%
0.01%
+40.0%
Q2 2022$55,000
-74.1%
1,193
-67.4%
0.01%
-73.7%
Q1 2022$212,000
-38.9%
3,660
-32.1%
0.02%
-38.7%
Q4 2021$347,000
+7.1%
5,393
-5.7%
0.03%
-3.1%
Q3 2021$324,000
+241.1%
5,717
+1941.8%
0.03%
+255.6%
Q2 2021$95,000
-48.9%
280
-53.6%
0.01%
-55.0%
Q1 2021$186,000
+186.2%
603
+179.2%
0.02%
+185.7%
Q4 2020$65,000
+6400.0%
216
+5300.0%
0.01%
Q3 2020$1,0000.0%40.0%0.00%
Q2 2020$1,000
-80.0%
4
-85.7%
0.00%
-100.0%
Q1 2020$5,000280.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders