Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 321,389$11,564,0006.53%
MinichMacGregor Wealth Management, LLC 393,986$14,175,0005.84%
ODonnell Financial Services, LLC 187,102$6,723,0005.51%
Sowa Financial Group, Inc. 182,369$6,562,0005.00%
Milestone Advisory Partners 116,046$4,228,0003.43%
MENLO ADVISORS LLC 143,525$5,164,0003.42%
Family Firm, Inc. 262,974$9,462,0002.79%
AVALON CAPITAL MANAGEMENT 184,788$6,649,0002.72%
Zeit Capital LLC 54,440$1,959,0001.88%
INTERACTIVE FINANCIAL ADVISORS, INC. 66,187$2,369,0001.19%
View complete list of ISHARES TR shareholders