Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 Q4 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders