Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 945 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 11.98 and the average weighting 0.6%.

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 Q1 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders