Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders