Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 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 Q4 2022
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders