Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63,354
-1.8%
2,635
-17.8%
0.01%0.0%
Q2 2023$64,512
-8.2%
3,206
-11.9%
0.01%
-16.7%
Q1 2023$70,307
+91207.8%
3,639
+0.4%
0.01%
-14.3%
Q4 2022$77
-99.9%
3,626
+0.2%
0.01%
+40.0%
Q3 2022$52,0003,6190.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 43,910$952,0000.43%
BOSTON RESEARCH & MANAGEMENT INC 35,070$760,0000.31%
Family Firm, Inc. 20,785$451,0000.16%
FRONT BARNETT ASSOCIATES LLC 37,484$813,0000.14%
Private Wealth Advisors, Inc. 14,213$308,0000.11%
Virtu Financial LLC 64,194$1,392,0000.08%
Tower Research Capital LLC (TRC) 33,474$726,0000.05%
Cannell & Spears LLC 15,300$332,0000.04%
Next Capital Management LLC 1,840$40,0000.03%
Laurel Wealth Advisors LLC 3,300$72,0000.02%
View complete list of ISHARES TR shareholders