Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2022
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 616,299$84,901,0004.09%
Quantitative Advantage, LLC 92,224$12,705,0003.17%
Concorde Asset Management, LLC 17,486$2,409,0003.02%
Simplicity Solutions, LLC 18,156$2,501,0002.97%
Polaris Wealth Advisory Group, LLC 94,510$13,020,0002.68%
Commonwealth Financial Services, LLC 21,448$2,955,0002.65%
PACIFIC FINANCIAL GROUP INC 52,780$7,271,0002.15%
SPC Financial, Inc. 44,155$6,083,0001.77%
FolioMetrix LLC 19,226$2,412,0001.71%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16,485$2,271,0001.69%
View complete list of ISHARES TR shareholders