Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - 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 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders