Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JPXN and the CUSIP is 464287382. A total of 27 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,874
-3.0%
3720.0%0.00%0.0%
Q2 2023$24,613
+5.3%
3720.0%0.00%0.0%
Q1 2023$23,376
+106154.5%
3720.0%0.00%0.0%
Q4 2022$22
-99.9%
3720.0%0.00%0.0%
Q3 2022$19,000
-40.6%
372
-34.2%
0.00%
-33.3%
Q2 2022$32,000
-13.5%
565
+0.4%
0.00%0.0%
Q1 2022$37,000
-7.5%
5630.0%0.00%
-25.0%
Q4 2021$40,000
-4.8%
563
+0.5%
0.00%0.0%
Q3 2021$42,000
+5.0%
5600.0%0.00%0.0%
Q2 2021$40,000
-2.4%
560
+0.2%
0.00%0.0%
Q1 2021$41,000
+2.5%
5590.0%0.00%
-20.0%
Q4 2020$40,000
+11.1%
559
+0.5%
0.01%
+25.0%
Q3 2020$36,000
+9.1%
556
+0.2%
0.00%0.0%
Q2 2020$33,000
+13.8%
555
+0.5%
0.00%0.0%
Q1 2020$29,000
-17.1%
5520.0%0.00%0.0%
Q4 2019$35,000
+6.1%
552
+1.3%
0.00%0.0%
Q3 2019$33,000
+3.1%
5450.0%0.00%0.0%
Q2 2019$32,0000.0%545
+0.9%
0.00%0.0%
Q1 2019$32,000
+3.2%
5400.0%0.00%
-20.0%
Q4 2018$31,000
-6.1%
540
+0.7%
0.01%
-16.7%
Q3 2018$33,0000.0%5360.0%0.01%
+20.0%
Q2 2018$33,000
-5.7%
536
+0.6%
0.01%0.0%
Q1 2018$35,000
-5.4%
5330.0%0.01%0.0%
Q4 2017$37,000
+15.6%
5330.0%0.01%0.0%
Q3 2017$32,000
+3.2%
5330.0%0.01%
-16.7%
Q2 2017$31,000
+3.3%
5330.0%0.01%0.0%
Q1 2017$30,000
+3.4%
5330.0%0.01%0.0%
Q4 2016$29,0005330.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
XPONANCE, INC. 25,727$1,691,0000.71%
Family Firm, Inc. 7,157$471,0000.18%
AlphaMark Advisors, LLC 2,573$198,0000.08%
Advisory Services Network, LLC 11,162$735,0000.06%
Banco de Sabadell, S.A 5,350$345,0000.04%
OLD MISSION CAPITAL LLC 3,514$231,0000.03%
JANE STREET GROUP, LLC 36,494$2,404,0000.01%
Baystate Wealth Management LLC 533$35,0000.01%
JFS WEALTH ADVISORS, LLC 238$16,0000.00%
EATON VANCE MANAGEMENT 31,640$2,084,0000.00%
View complete list of ISHARES TR shareholders