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 313 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is 12.52 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders