Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$109,910
+398.7%
4,334
+400.5%
0.01%
+350.0%
Q2 2023$22,0408660.00%
Q3 2022$000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 574,598$14,773,0004.22%
IRONWOOD WEALTH MANAGEMENT, INC. 220,230$5,662,0004.20%
3D/L Capital Management, LLC 537,311$13,814,0003.32%
Kathmere Capital Management, LLC 632,637$16,265,0002.95%
FFT WEALTH MANAGEMENT LLC 1,165,582$29,967,0002.83%
SENTINEL TRUST CO LBA 588,322$15,126,0002.37%
ZEKE CAPITAL ADVISORS, LLC 1,501,574$38,605,0002.23%
Prosperity Planning, Inc. 140,859$3,621,0001.98%
Tacita Capital Inc 121,870$3,133,0001.92%
TCG Advisory Services, LLC 254,887$6,553,0001.56%
View complete list of ISHARES TR shareholders