Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,710
-60.9%
200
-54.5%
0.00%
-50.0%
Q2 2023$24,854
+276055.6%
440
+144.4%
0.00%
+100.0%
Q4 2022$9
-99.9%
1800.0%0.00%0.0%
Q3 2022$8,000
-11.1%
1800.0%0.00%0.0%
Q2 2022$9,000
-25.0%
180
-9.1%
0.00%0.0%
Q1 2022$12,0000.0%198
+10.0%
0.00%0.0%
Q4 2021$12,000
+200.0%
180
+1400.0%
0.00%
Q2 2021$4,000
-96.4%
12
-96.5%
0.00%
-100.0%
Q1 2021$112,000
+115.4%
339
+111.9%
0.01%
+100.0%
Q4 2020$52,000
+5100.0%
160
+7900.0%
0.01%
Q3 2020$1,0000.0%20.0%0.00%
Q2 2020$1,000
-50.0%
2
-66.7%
0.00%
Q4 2019$2,00060.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders