Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$33,531
+101509.1%
291
+0.3%
0.00%0.0%
Q4 2022$33
-99.9%
2900.0%0.00%0.0%
Q3 2022$26,000
-10.3%
290
+0.7%
0.00%0.0%
Q2 2022$29,000
+222.2%
288
+476.0%
0.00%
+200.0%
Q3 2017$9,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
One01 Capital, LP 95,400$8,700,0006.26%
HERBST GROUP, LLC 42,176$3,846,0003.16%
MRA Advisory Group 33,059$3,175,0002.70%
PARAGON FINANCIAL PARTNERS, INC. 25,535$2,329,0002.62%
Evolution Wealth Advisors, LLC 81,866$7,465,0002.05%
Bluesphere Advisors, LLC 21,893$1,996,0001.99%
Migdal Insurance & Financial Holdings Ltd. 799,543$72,910,0001.65%
Bell Rock Capital LLC 14,468$1,319,0001.63%
Richard Bernstein Advisors LLC 622,821$56,794,0001.42%
MIRABELLA FINANCIAL SERVICES LLP 146,325$13,448,0001.40%
View complete list of ISHARES TR shareholders