Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 152 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,691
-0.6%
41
+2.5%
0.00%
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 Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 484,718$18,986,4116.28%
Sowa Financial Group, Inc. 169,298$6,6314.75%
Milestone Advisory Partners 98,503$3,858,3633.56%
Family Firm, Inc. 255,072$9,991,1592.77%
THEORY FINANCIAL LLC 86,063$3,371,0882.02%
Midwest Professional Planners, LTD. 95,692$3,748,2661.83%
Cadent Capital Advisors, LLC 101,446$3,973,6551.82%
Zeit Capital LLC 42,210$1,653,3781.53%
Capital CS Group, LLC 40,257$1,576,8701.49%
Windward Private Wealth Management Inc. 66,687$2,612,1301.12%
View complete list of ISHARES TR shareholders