Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 129 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,701
+7.1%
400.0%0.00%
Q2 2023$1,588
-0.3%
400.0%0.00%
Q1 2023$1,592
+79500.0%
400.0%0.00%
Q4 2022$2
-99.9%
40
-48.1%
0.00%
Q1 2019$2,000770.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Family Firm, Inc. 257,385$10,704,6423.01%
THEORY FINANCIAL LLC 87,460$3,637,4612.13%
Zeit Capital LLC 41,987$1,746,2591.62%
Sowa Financial Group, Inc. 51,679$2,1491.61%
Midwest Professional Planners, LTD. 67,622$2,812,3991.26%
Windward Private Wealth Management Inc. 65,084$2,706,8441.22%
Milestone Advisory Partners 26,471$1,100,9290.92%
Q3 Asset Management 50,251$2,0890.83%
Great Lakes Retirement, Inc. 104,344$4,372,6640.79%
DHK Financial Advisors, Inc. 16,574$694,6060.62%
View complete list of ISHARES TR shareholders