Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. 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$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 Q1 2023
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders