Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 219 filers reported holding ISHARES TR in Q1 2021. 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$453
-95.8%
18
-95.8%
0.00%
-100.0%
Q2 2023$10,792
-37.5%
425
-37.8%
0.00%
-50.0%
Q1 2023$17,281
+57503.3%
683
-43.6%
0.00%
-33.3%
Q4 2022$30
-100.0%
1,211
-60.7%
0.00%
-62.5%
Q3 2022$74,000
-43.9%
3,083
-42.5%
0.01%
-38.5%
Q2 2022$132,000
-19.5%
5,363
-9.1%
0.01%
-7.1%
Q1 2022$164,000
-50.3%
5,900
-46.4%
0.01%
-53.3%
Q4 2021$330,000
+240.2%
11,012
+242.2%
0.03%
+200.0%
Q3 2021$97,000
+67.2%
3,218
+65.9%
0.01%
+66.7%
Q2 2021$58,000
-42.0%
1,940
-43.3%
0.01%
-45.5%
Q1 2021$100,0003,4240.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sunbelt Securities, Inc. 2,886,193$74,682,0003.20%
Insight Wealth Partners, LLC 95,866$2,151,0002.80%
BHF RG Capital Inc. 58,309$1,308,0001.73%
CreativeOne Wealth, LLC 367,721$8,252,0001.58%
GeoWealth Management, LLC 98,194$2,203,0001.56%
CWM, LLC 5,000,710$149,821,0001.19%
Cardan Capital Partners, LLC 257,762$5,784,0000.96%
Foresight Wealth Management, LLC 37,792$848,0000.58%
Redhawk Wealth Advisors, Inc. 46,333$1,040,0000.47%
Advisory Resource Group 19,510$438,0000.34%
View complete list of ISHARES TR shareholders