Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$12
-99.9%
470.0%0.00%0.0%
Q3 2022$12,000
-7.7%
470.0%0.00%0.0%
Q2 2022$13,000
-18.8%
470.0%0.00%0.0%
Q1 2022$16,000
-15.8%
470.0%0.00%
-50.0%
Q4 2021$19,000
+1800.0%
470.00%
Q2 2019$1,000
-91.7%
0
-100.0%
0.00%
-100.0%
Q1 2019$12,000
+9.1%
570.0%0.00%0.0%
Q4 2018$11,000
+10.0%
570.0%0.00%0.0%
Q3 2018$10,000
-9.1%
570.0%0.00%0.0%
Q2 2018$11,000
+10.0%
570.0%0.00%0.0%
Q1 2018$10,000570.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders