Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,399
-6.2%
1050.0%0.00%0.0%
Q2 2023$10,018
+2.0%
105
+1.0%
0.00%0.0%
Q1 2023$9,818
+820.1%
104
-99.1%
0.00%
-99.0%
Q4 2022$1,067
-99.9%
11,689
-1.3%
0.10%
-3.0%
Q3 2022$977,000
+53.4%
11,847
+65.6%
0.10%
+62.9%
Q2 2022$637,000
+5690.9%
7,152
+6843.7%
0.06%
+6100.0%
Q1 2022$11,0000.0%103
-20.8%
0.00%0.0%
Q4 2020$11,000
+450.0%
130
+766.7%
0.00%
Q1 2019$2,0000.0%150.0%0.00%
Q4 2018$2,000
+100.0%
15
+25.0%
0.00%
Q2 2013$1,000120.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders