Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 501 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$66,095
+85.6%
4,520
+133.6%
0.01%
+66.7%
Q2 2023$35,620
+34.3%
1,935
+44.4%
0.00%
+50.0%
Q1 2023$26,524
+120463.6%
1,340
+22.2%
0.00%0.0%
Q4 2022$22
-99.9%
1,097
-8.4%
0.00%0.0%
Q3 2022$23,0000.0%1,1970.0%0.00%0.0%
Q2 2022$23,000
-11.5%
1,197
+0.8%
0.00%0.0%
Q1 2022$26,000
+8.3%
1,188
+4.0%
0.00%0.0%
Q4 2021$24,000
-4.0%
1,142
+0.5%
0.00%0.0%
Q3 2021$25,000
-7.4%
1,1360.0%0.00%
-33.3%
Q2 2021$27,000
+1250.0%
1,136
+1036.0%
0.00%
Q1 2021$2,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders