Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 559 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,708,542
-43.8%
16,284
-41.7%
0.14%
-43.4%
Q2 2023$3,040,720
+26.3%
27,929
+7.7%
0.25%
+19.1%
Q1 2023$2,407,497
+174356.3%
25,940
+40.0%
0.21%
+65.9%
Q4 2022$1,380
-99.2%
18,530
+650.5%
0.13%
+563.2%
Q3 2022$181,000
-8.1%
2,469
+0.2%
0.02%0.0%
Q2 2022$197,000
-22.4%
2,465
+0.1%
0.02%
-13.6%
Q1 2022$254,000
-10.2%
2,463
+0.0%
0.02%
-15.4%
Q4 2021$283,000
+13.7%
2,462
+0.1%
0.03%
+4.0%
Q3 2021$249,000
+2.0%
2,459
+0.1%
0.02%
+4.2%
Q2 2021$244,000
+13.5%
2,457
+0.1%
0.02%
+4.3%
Q1 2021$215,0000.0%2,455
-2.8%
0.02%
-4.2%
Q4 2020$215,000
+13.2%
2,525
+300.2%
0.02%
+4.3%
Q3 2020$190,000
+11.8%
631
+0.3%
0.02%
+15.0%
Q2 2020$170,000
+25.9%
629
-4.7%
0.02%
+11.1%
Q1 2020$135,000
-4.9%
660
+8.4%
0.02%
+5.9%
Q4 2019$142,000
+14.5%
609
+0.2%
0.02%
+6.2%
Q3 2019$124,000
+1.6%
608
+0.3%
0.02%0.0%
Q2 2019$122,000
-9.0%
606
-7.5%
0.02%
-11.1%
Q1 2019$134,000
+20.7%
655
+0.2%
0.02%
+12.5%
Q4 2018$111,000
-5.1%
654
+0.3%
0.02%
-23.8%
Q3 2018$117,000
-2.5%
652
+0.2%
0.02%
+16.7%
Q2 2018$120,000
+9.1%
651
+0.2%
0.02%
+5.9%
Q1 2018$110,000
+4.8%
650
+8.3%
0.02%
+6.2%
Q4 2017$105,000
+14.1%
6000.0%0.02%
+6.7%
Q3 2017$92,000
+5.7%
6000.0%0.02%
-6.2%
Q2 2017$87,000
+8.8%
6000.0%0.02%
+6.7%
Q1 2017$80,000
+9.6%
6000.0%0.02%0.0%
Q4 2016$73,0006000.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders