Baystate Wealth Management LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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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$8,000–44–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders