Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 559 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$98,338
+8.3%
1,064
+12.5%
0.01%
+14.3%
Q2 2023$90,837
-20.7%
946
-24.7%
0.01%
-30.0%
Q1 2023$114,614
+139673.2%
1,257
+30.9%
0.01%
+25.0%
Q4 2022$82
-99.8%
960
+51.9%
0.01%
+60.0%
Q3 2022$49,000
-47.9%
632
-43.6%
0.01%
-44.4%
Q2 2022$94,000
+104.3%
1,121
+145.8%
0.01%
+125.0%
Q1 2022$46,000
+27.8%
456
+32.9%
0.00%
+33.3%
Q4 2021$36,000
+176.9%
343
+170.1%
0.00%
+200.0%
Q3 2021$13,000
+30.0%
127
+27.0%
0.00%0.0%
Q2 2021$10,0000.0%1000.0%0.00%0.0%
Q1 2021$10,000
-96.1%
100
-97.2%
0.00%
-97.4%
Q2 2018$256,000
+0.4%
3,566
+1.1%
0.04%
-2.6%
Q1 2018$255,000
-5.6%
3,5270.0%0.04%
-2.5%
Q4 2017$270,000
-21.3%
3,527
-28.7%
0.04%
-29.8%
Q3 2017$343,000
+46.0%
4,945
+40.2%
0.06%
+35.7%
Q2 2017$235,000
+5.9%
3,5270.0%0.04%
-2.3%
Q1 2017$222,000
+4.7%
3,5270.0%0.04%
+2.4%
Q4 2016$212,000
-59.3%
3,527
-60.0%
0.04%
-62.8%
Q3 2016$521,000
-35.3%
8,816
-38.4%
0.11%
-37.9%
Q2 2016$805,000
-98.6%
14,317
-98.6%
0.18%
-98.6%
Q1 2016$58,677,000
-0.6%
1,046,688
-1.0%
12.72%
+0.6%
Q4 2015$59,031,000
+15.0%
1,057,529
+11.2%
12.65%
-5.6%
Q3 2015$51,314,000
+60.6%
951,321
+77.0%
13.40%
+56.2%
Q2 2015$31,946,000
+6.4%
537,351
+7.4%
8.58%
+3.2%
Q1 2015$30,032,000
+7.3%
500,371
+4.6%
8.31%
-6.5%
Q4 2014$27,990,000
-0.6%
478,464
+0.1%
8.89%
-1.4%
Q3 2014$28,159,000
+12.9%
478,073
+15.5%
9.01%
+8.0%
Q2 2014$24,934,000
+12.0%
413,775
+8.0%
8.35%
+0.8%
Q1 2014$22,272,000
+55.0%
383,075
+53.6%
8.28%
+37.0%
Q4 2013$14,371,000
+17.8%
249,416
+10.2%
6.04%
+4.8%
Q3 2013$12,199,000
+19.3%
226,243
+10.6%
5.76%
+14.6%
Q2 2013$10,224,000204,4865.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders