Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$3,734
+2163.0%
85
-97.6%
0.00%
-100.0%
Q4 2022$165
-99.9%
3,559
+12.7%
0.02%
+15.4%
Q3 2022$124,000
-77.8%
3,158
-78.4%
0.01%
-75.9%
Q2 2022$558,000
-0.5%
14,639
+6.9%
0.05%
+8.0%
Q1 2022$561,000
+82.1%
13,700
+34.1%
0.05%
+78.6%
Q4 2021$308,000
+63.0%
10,218
+53.0%
0.03%
+47.4%
Q3 2021$189,000
+18.9%
6,680
+22.6%
0.02%
+18.8%
Q2 2021$159,000
+8.2%
5,450
-3.0%
0.02%0.0%
Q1 2021$147,0005,6160.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
AMG National Trust Bank 568,441$29,297,0003.04%
Madden Advisory Services, Inc. 101,962$5,255,0002.73%
STRINGER ASSET MANAGEMENT, LLC 15,957$822,0001.20%
Atria Investments, Inc 190,047$9,795,0001.00%
Stillwater Capital Advisors, LLC 42,362$2,183,0000.73%
Noven Financial Group, Inc. 19,436$1,002,0000.73%
ACG Wealth 47,473$2,447,0000.69%
Winslow, Evans & Crocker, Inc. 32,172$1,658,074,0000.48%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 457,882$23,599,0000.41%
Pinnacle Summer Investments, Inc. 68,468$3,529,0000.39%
View complete list of ISHARES TR shareholders