Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. 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$716,063
+13.2%
16,380
+17.8%
0.06%
+13.5%
Q2 2023$632,518
-8.7%
13,910
-7.3%
0.05%
-13.3%
Q1 2023$692,491
+92479.0%
15,005
-9.9%
0.06%
-11.8%
Q4 2022$748
-99.9%
16,657
-46.9%
0.07%
-52.8%
Q3 2022$1,395,000
+4.2%
31,348
+9.6%
0.14%
+10.8%
Q2 2022$1,339,000
-14.6%
28,603
-9.5%
0.13%
-5.8%
Q1 2022$1,568,000
+32.4%
31,599
+41.3%
0.14%
+29.0%
Q4 2021$1,184,000
+11.8%
22,368
+12.4%
0.11%
+1.9%
Q3 2021$1,059,000
+28.7%
19,898
+29.4%
0.10%
+29.6%
Q2 2021$823,000
+17.2%
15,380
+15.6%
0.08%
+9.5%
Q1 2021$702,00013,3010.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders