Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 164 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,793
-4.9%
1160.0%0.00%0.0%
Q2 2023$12,395
+6.2%
1160.0%0.00%0.0%
Q1 2023$11,676
+106045.5%
1160.0%0.00%0.0%
Q4 2022$11
-99.9%
116
+0.9%
0.00%0.0%
Q3 2022$10,0000.0%1150.0%0.00%0.0%
Q2 2022$10,000
-16.7%
1150.0%0.00%0.0%
Q1 2022$12,000
-7.7%
115
+0.9%
0.00%0.0%
Q4 2021$13,000
+8.3%
1140.0%0.00%0.0%
Q3 2021$12,000
-7.7%
1140.0%0.00%0.0%
Q2 2021$13,000
+8.3%
1140.0%0.00%0.0%
Q1 2021$12,000
+9.1%
1140.0%0.00%0.0%
Q4 2020$11,000
+10.0%
114
+100.0%
0.00%0.0%
Q3 2020$10,000
+11.1%
57
+1.8%
0.00%0.0%
Q2 2020$9,000
+28.6%
56
-1.8%
0.00%0.0%
Q1 2020$7,000
-22.2%
57
+1.8%
0.00%0.0%
Q4 2019$9,0000.0%560.0%0.00%0.0%
Q3 2019$9,0000.0%56
+1.8%
0.00%0.0%
Q2 2019$9,0000.0%550.0%0.00%0.0%
Q1 2019$9,000
+12.5%
550.0%0.00%0.0%
Q4 2018$8,0000.0%550.0%0.00%0.0%
Q3 2018$8,0000.0%550.0%0.00%0.0%
Q2 2018$8,0000.0%550.0%0.00%0.0%
Q1 2018$8,000550.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
US FINANCIAL ADVISORS, LLC 22,843$2,446,0004.26%
Risk Paradigm Group, LLC 10,386$1,111,925,0001.41%
Stillwater Capital Advisors, LLC 29,670$3,176,0000.94%
Janney Capital Management LLC 121,644$13,023,0000.70%
Virtu Financial LLC 42,404$4,541,0000.63%
Peachtree Investment Advisors, Inc. 4,804$514,0000.52%
SONATA CAPITAL GROUP INC 3,600$385,0000.33%
Snowden Capital Advisors LLC 6,005$642,9070.22%
Destination Wealth Management 18,274$1,881,0000.18%
NATIONAL PLANNING CORP 17,965$1,940,0000.17%
View complete list of ISHARES TR shareholders