Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$4,167
+3.7%
87
+1.2%
0.00%
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 Q1 2021
NameSharesValueWeighting ↓
Lee Financial Co 216,759$10,896,0003.52%
STERLING INVESTMENT ADVISORS LLC /ADV 62,606$3,147,0002.68%
Providence First Trust Co 50,289$2,528,0002.16%
NORTHSTAR INVESTMENT ADVISORS LLC 119,445$8,896,0001.74%
Horan Securities, Inc. 31,233$1,567,0001.54%
Rehmann Capital Advisory Group 149,870$7,534,0001.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,014$6,134,0001.34%
Destination Wealth Management 345,413$17,364,0001.11%
Citizens Business Bank 120,935$6,079,0001.02%
NORTHWEST INVESTMENT COUNSELORS, LLC 41,553$2,089,0000.90%
View complete list of ISHARES TR shareholders