Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,223
-84.8%
1,598
-84.2%
0.00%
-84.2%
Q2 2023$231,352
-7.3%
10,102
-5.4%
0.02%
-13.6%
Q1 2023$249,558
+127878.5%
10,674
+24.7%
0.02%
+22.2%
Q4 2022$195
-100.0%
8,563
-77.6%
0.02%
-80.0%
Q3 2022$871,000
+72.5%
38,248
+81.0%
0.09%
+83.7%
Q2 2022$505,000
-32.1%
21,127
-29.3%
0.05%
-25.8%
Q1 2022$744,000
-19.9%
29,865
-14.2%
0.07%
-21.4%
Q4 2021$929,000
+9.9%
34,808
+9.3%
0.08%0.0%
Q3 2021$845,000
-1.7%
31,842
-1.5%
0.08%
-1.2%
Q2 2021$860,000
-12.8%
32,340
-14.1%
0.08%
-18.3%
Q1 2021$986,000
+160.2%
37,658
+170.9%
0.10%
+141.9%
Q4 2020$379,000
+56.6%
13,903
+60.6%
0.04%
+48.3%
Q3 2020$242,0000.0%8,6580.0%0.03%
+3.6%
Q2 2020$242,000
+1916.7%
8,658
+1711.3%
0.03%
+2700.0%
Q4 2019$12,0000.0%478
+0.6%
0.00%
-50.0%
Q3 2019$12,0004750.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders