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 329 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 214,282$6,246,3282.27%
Evolution Wealth Advisors, LLC 278,342$8,113,6621.81%
Axiom Advisory, LLC 65,219$1,901,1231.71%
Columbus Macro, LLC 79,450$2,315,9680.98%
Anfield Capital Management, LLC 55,660$1,622,4890.77%
United Community Bank 54,046$1,575,4410.77%
Atomi Financial Group, Inc. 62,831$1,831,5340.61%
NWAM LLC 180,146$5,251,2800.53%
CLIENT 1ST ADVISORY GROUP, LLC 27,798$810,2970.43%
PATTON ALBERTSON MILLER GROUP, LLC 74,845$2,181,7380.43%
View complete list of ISHARES U S ETF TR shareholders