Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. 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$4,017
+0.2%
86
+1.2%
0.00%
Q2 2023$4,010
-72.1%
85
-72.0%
0.00%
-100.0%
Q1 2023$14,353
+102421.4%
3040.0%0.00%0.0%
Q4 2022$14
-99.9%
304
-28.0%
0.00%
-50.0%
Q1 2022$20,000
-4.8%
422
+0.2%
0.00%0.0%
Q4 2021$21,0000.0%421
+0.5%
0.00%0.0%
Q3 2021$21,0000.0%419
+0.5%
0.00%0.0%
Q2 2021$21,0000.0%417
+0.2%
0.00%0.0%
Q1 2021$21,0000.0%416
+0.5%
0.00%0.0%
Q4 2020$21,0000.0%414
+0.5%
0.00%
-33.3%
Q3 2020$21,0000.0%412
+0.5%
0.00%
+50.0%
Q2 2020$21,0000.0%410
+0.5%
0.00%
-33.3%
Q1 2020$21,000
+5.0%
408
+0.5%
0.00%
+50.0%
Q4 2019$20,0004060.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders