Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

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 Q4 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders