Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 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 Q1 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders