Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,540,915
-3.3%
54,050
+1.2%
0.21%
-3.2%
Q2 2023$2,627,699
-16.6%
53,386
-17.4%
0.22%
-21.2%
Q1 2023$3,150,903
+90261.4%
64,607
-15.7%
0.27%
-14.1%
Q4 2022$3,487
-99.9%
76,632
+9.3%
0.32%
+10.4%
Q3 2022$2,805,000
-9.5%
70,107
+1.8%
0.29%
-4.0%
Q2 2022$3,099,000
+163.3%
68,863
+205.9%
0.30%
+189.4%
Q1 2022$1,177,000
+93.6%
22,513
+106.0%
0.10%
+89.1%
Q4 2021$608,000
+180.2%
10,930
+179.5%
0.06%
+161.9%
Q3 2021$217,000
+1105.6%
3,911
+1074.5%
0.02%
+950.0%
Q1 2021$18,000
-98.5%
333
-98.7%
0.00%
-99.5%
Q3 2014$1,200,000
-13.2%
26,396
-8.3%
0.38%
-17.1%
Q2 2014$1,382,000
-57.3%
28,785
-58.5%
0.46%
-61.5%
Q1 2014$3,234,000
+8.4%
69,435
+8.7%
1.20%
-4.1%
Q4 2013$2,983,000
+9.6%
63,907
+5.3%
1.26%
-2.4%
Q3 2013$2,721,000
+10.7%
60,700
+0.6%
1.29%
+6.4%
Q2 2013$2,457,00060,3461.21%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders