Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 214 filers reported holding ISHARES TR in Q1 2022. 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$259,355
-0.9%
2,559
+0.6%
0.02%0.0%
Q2 2023$261,757
-1.2%
2,543
+0.4%
0.02%
-8.7%
Q1 2023$264,860
+89988.4%
2,534
-11.6%
0.02%
-14.8%
Q4 2022$294
-99.9%
2,865
-2.9%
0.03%
-12.9%
Q3 2022$300,000
-45.6%
2,952
-43.4%
0.03%
-42.6%
Q2 2022$551,000
-48.6%
5,218
-47.2%
0.05%
-43.2%
Q1 2022$1,072,000
-12.8%
9,875
-8.6%
0.10%
-14.4%
Q4 2021$1,229,000
-2.0%
10,808
-0.7%
0.11%
-10.5%
Q3 2021$1,254,000
+0.1%
10,889
+0.5%
0.12%0.0%
Q2 2021$1,253,000
-37.7%
10,834
-38.2%
0.12%
-41.8%
Q1 2021$2,012,000
-91.5%
17,517
-91.2%
0.21%
-92.1%
Q4 2020$23,533,000
-7.4%
200,040
-7.3%
2.68%
-11.6%
Q3 2020$25,403,000
-3.7%
215,758
-3.7%
3.03%
-1.7%
Q2 2020$26,386,000
+4283.1%
224,143
+4018.8%
3.09%
+1806.2%
Q2 2015$602,000
-1.0%
5,4420.0%0.16%
-3.6%
Q1 2015$608,000
+1.0%
5,4420.0%0.17%
-12.0%
Q4 2014$602,000
-8.6%
5,442
-9.0%
0.19%
-9.5%
Q3 2014$659,000
-0.6%
5,9780.0%0.21%
-5.0%
Q2 2014$663,000
+44.8%
5,978
+43.5%
0.22%
+30.6%
Q1 2014$458,0004,1660.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders