Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 205 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,236
-5.9%
1820.0%0.00%0.0%
Q2 2023$13,007
+10.2%
1820.0%0.00%0.0%
Q1 2023$11,807
+117970.0%
1820.0%0.00%0.0%
Q4 2022$10
-99.9%
182
+0.6%
0.00%0.0%
Q3 2022$11,000
+10.0%
1810.0%0.00%0.0%
Q2 2022$10,000
-28.6%
1810.0%0.00%0.0%
Q1 2022$14,000
-6.7%
181
+0.6%
0.00%0.0%
Q4 2021$15,000
+7.1%
1800.0%0.00%0.0%
Q3 2021$14,0000.0%1800.0%0.00%0.0%
Q2 2021$14,0000.0%1800.0%0.00%0.0%
Q1 2021$14,000
+7.7%
1800.0%0.00%0.0%
Q4 2020$13,000
+18.2%
180
+300.0%
0.00%0.0%
Q3 2020$11,000
+10.0%
45
+2.3%
0.00%0.0%
Q2 2020$10,000
+25.0%
44
-2.2%
0.00%0.0%
Q1 2020$8,000
-20.0%
450.0%0.00%0.0%
Q4 2019$10,0000.0%450.0%0.00%0.0%
Q3 2019$10,0000.0%45
+2.3%
0.00%0.0%
Q2 2019$10,0000.0%440.0%0.00%0.0%
Q1 2019$10,000
+11.1%
440.0%0.00%0.0%
Q4 2018$9,0000.0%440.0%0.00%
-50.0%
Q3 2018$9,0000.0%440.0%0.00%
+100.0%
Q2 2018$9,000
+12.5%
440.0%0.00%0.0%
Q1 2018$8,000440.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders