Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,721
+2087.3%
101
-98.0%
0.00%
-96.9%
Q4 2022$353
-99.9%
5,079
+8.1%
0.03%
-3.0%
Q3 2022$324,000
-22.3%
4,697
-21.8%
0.03%
-17.5%
Q2 2022$417,000
+3690.9%
6,006
+4316.2%
0.04%
+3900.0%
Q1 2022$11,000
+266.7%
136
+423.1%
0.00%
Q4 2020$3,000260.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MCMORGAN & CO LLC 177,591$12,318,0002.76%
Aspire Wealth Management Corp 42,769$2,966,0002.73%
Buttonwood Financial Group, LLC 36,808$2,506,0002.45%
Stewardship Advisors, LLC 80,473$5,582,0002.34%
AIRE ADVISORS, LLC 70,037$4,859,0001.73%
Future Financial Wealth Managment LLC 20,836$1,736,0001.70%
Sanford Advisory Services, LLC 84,140$5,836,0001.65%
LPWM LLC 40,348$2,860,0001.60%
Provident Wealth Management, LLC 34,486$2,392,0001.52%
ONE Advisory Partners, LLC 27,555$1,911,0001.27%
View complete list of ISHARES TR shareholders