Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$107,942
+0.3%
4,429
+0.4%
0.01%0.0%
Q2 2023$107,596
-0.3%
4,413
+0.3%
0.01%0.0%
Q1 2023$107,887
+100729.0%
4,398
+0.2%
0.01%
-10.0%
Q4 2022$107
-97.3%
4,388
+2393.2%
0.01%
Q3 2022$4,0001760.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 252,028$6,766,0003.96%
Aptus Capital Advisors, LLC 4,719,513$126,695,0003.27%
RVW Wealth, LLC 956,416$26,000,0003.12%
4Thought Financial Group Inc. 133,585$3,586,0003.11%
TLWM 289,792$7,779,0002.96%
Karp Capital Management Corp 698,505$18,751,0002.64%
Peloton Wealth Strategists 210,700$5,656,0002.32%
Sound View Wealth Advisors Group, LLC 373,371$10,023,0002.09%
SIGMA INVESTMENT COUNSELORS INC 997,841$26,787,0001.98%
Cribstone Capital Management, LLC 122,151$3,279,0001.95%
View complete list of ISHARES TR shareholders