Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,685
+191.0%
6
-99.7%
0.00%
-100.0%
Q4 2022$579
-99.9%
2,039
+1.3%
0.05%
+1.9%
Q3 2022$509,000
-5.6%
2,012
+0.4%
0.05%0.0%
Q2 2022$539,000
+8883.3%
2,004
+5972.7%
0.05%
+5100.0%
Q4 2017$6,000
-76.0%
33
-86.9%
0.00%
-91.7%
Q2 2013$25,0002510.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders