Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders