Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 469 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$8
-99.2%
129
+12800.0%
0.00%
Q4 2018$1,0000.0%10.0%0.00%
Q3 2018$1,000
-75.0%
1
-98.2%
0.00%
-100.0%
Q2 2018$4,000
-60.0%
57
-56.8%
0.00%
-50.0%
Q1 2018$10,0000.0%1320.0%0.00%
+100.0%
Q4 2017$10,0001320.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders