Baystate Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 284 filers reported holding ISHARES U S ETF TR in Q4 2021. 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 U S ETF TR
ValueSharesWeighting
Q3 2023$40,048
+7.5%
1,373
-4.2%
0.00%0.0%
Q2 2023$37,251
-8.5%
1,433
-4.8%
0.00%
-25.0%
Q1 2023$40,730
+3924.7%
1,506
-95.8%
0.00%
-95.7%
Q4 2022$1,012
-99.9%
35,898
+39.7%
0.09%
-1.1%
Q3 2022$918,000
-18.8%
25,688
-6.9%
0.09%
-14.5%
Q2 2022$1,130,000
-14.6%
27,599
-16.5%
0.11%
-6.0%
Q1 2022$1,323,000
+110.7%
33,039
+62.4%
0.12%
+105.3%
Q4 2021$628,000
+108.6%
20,345
+142.6%
0.06%
+90.0%
Q3 2021$301,000
+106.2%
8,387
+97.8%
0.03%
+114.3%
Q2 2021$146,0004,2400.01%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
PALLADIEM, LLC 236,992$9,702,0009.64%
Northwest Capital Management Inc 370,622$15,173,0007.95%
TRUE Private Wealth Advisors 1,200,085$49,131,0007.15%
Williams Financial, LLC 145,642$5,963,0004.85%
Scarborough Advisors, LLC 338,335$13,851,0004.72%
MCMORGAN & CO LLC 502,160$20,558,0004.60%
Evolution Wealth Advisors, LLC 440,269$18,025,0004.56%
Ledge Wealth Management, Inc. 157,715$6,457,0003.97%
BKA Wealth Consulting, Inc. 48,443$1,983,0003.60%
Axiom Advisory, LLC 66,839$2,737,0003.04%
View complete list of ISHARES U S ETF TR shareholders