Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 943 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

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 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 9,025,000$329,864,00036.52%
PROTECTIVE LIFE CORP 845,415$30,900,00028.75%
Price Capital Management, Inc. 1,812,824$66,259,00018.50%
LDR Capital Management LLC 372,623$13,619,00011.03%
Intersect Capital LLC 469,395$17,156,0007.23%
MD Financial Management Inc. 3,408,164$124,568,0005.70%
BRAVE ASSET MANAGEMENT INC 279,207$10,205,0005.69%
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000$41,484,0005.32%
Leicht Financial Planning & Wealth Management, Inc. 141,173$5,160,0005.32%
Longer Investments Inc. 115,130$4,208,0004.98%
View complete list of ISHARES TR shareholders