Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,609
+1.3%
114
+1.8%
0.00%0.0%
Q2 2023$12,452
-72.1%
112
-72.3%
0.00%
-75.0%
Q1 2023$44,691
+372325.0%
404
+267.3%
0.00%
+300.0%
Q4 2022$12
-99.9%
110
+0.9%
0.00%0.0%
Q3 2022$12,000
-36.8%
109
-35.5%
0.00%
-50.0%
Q2 2022$19,000
+58.3%
169
+55.0%
0.00%
+100.0%
Q1 2022$12,000
-98.1%
109
-98.1%
0.00%
-98.2%
Q4 2021$632,0000.0%5,7210.0%0.06%
-9.5%
Q3 2021$632,0000.0%5,7210.0%0.06%0.0%
Q2 2021$632,000
-14.8%
5,721
-14.8%
0.06%
-20.3%
Q1 2021$742,000
-34.3%
6,714
-34.3%
0.08%
-38.8%
Q4 2020$1,130,0000.0%10,226
+0.2%
0.13%
-4.4%
Q3 2020$1,130,0000.0%10,209
+0.0%
0.14%
+2.3%
Q2 2020$1,130,000
+433.0%
10,206
+434.9%
0.13%
+371.4%
Q1 2020$212,000
+1.0%
1,908
+0.3%
0.03%
+7.7%
Q4 2019$210,000
+0.5%
1,903
+0.6%
0.03%
-7.1%
Q3 2019$209,000
+0.5%
1,891
+0.6%
0.03%
+3.7%
Q2 2019$208,000
+0.5%
1,880
+0.4%
0.03%0.0%
Q1 2019$207,000
+10250.0%
1,872
+8814.3%
0.03%
Q4 2017$2,000210.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders