Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 744 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 155.32 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,623
+24.4%
87
+27.9%
0.00%
Q2 2023$2,108
+0.8%
68
+1.5%
0.00%
Q1 2023$2,092
-76.8%
67
-76.8%
0.00%
-100.0%
Q3 2022$9,000
-84.5%
289
-83.5%
0.00%
-83.3%
Q2 2022$58,000
-35.6%
1,750
-29.2%
0.01%
-25.0%
Q1 2022$90,000
+4.7%
2,472
+13.6%
0.01%0.0%
Q4 2021$86,000
+1.2%
2,176
-1.0%
0.01%0.0%
Q3 2021$85,000
-1.2%
2,198
+0.5%
0.01%
-11.1%
Q2 2021$86,000
+91.1%
2,187
+87.4%
0.01%
+80.0%
Q1 2021$45,000
-38.4%
1,167
-38.1%
0.01%
-37.5%
Q4 2020$73,000
+10.6%
1,886
+3.9%
0.01%0.0%
Q3 2020$66,000
+4.8%
1,816
+0.5%
0.01%
+14.3%
Q2 2020$63,000
+70.3%
1,807
+54.8%
0.01%
+40.0%
Q1 2020$37,000
-66.1%
1,167
-59.9%
0.01%
-61.5%
Q4 2019$109,000
+147.7%
2,911
+149.4%
0.01%
+116.7%
Q3 2019$44,0001,1670.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
BANTA ASSET MANAGEMENT LP 185,056$6,816,00016.74%
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000$41,802,0008.42%
IMA Wealth, Inc. 331,842$12,222,0005.81%
Tactical Allocation Group LLC 404,402$14,888,0005.42%
ICONIQ Capital, LLC 284,291$10,470,0005.36%
Efficient Market Advisors, LLC 492,199$18,128,0005.36%
Jaffetilchin Investment Partners, LLC 265,547$9,780,0004.82%
Camarda Financial Advisors, LLC 143,072$5,269,0004.29%
Windsor Capital Management, LLC 183,219$6,748,0003.96%
BRAVE ASSET MANAGEMENT INC 128,155$4,720,0003.78%
View complete list of ISHARES TR shareholders