Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,941
-10.5%
321
-1.5%
0.00%0.0%
Q2 2023$13,341
+7.9%
326
+1.2%
0.00%0.0%
Q1 2023$12,369
+112345.5%
322
+0.3%
0.00%0.0%
Q4 2022$11
-99.9%
321
+0.6%
0.00%0.0%
Q3 2022$11,000
-8.3%
3190.0%0.00%0.0%
Q2 2022$12,000
-47.8%
319
-35.9%
0.00%
-50.0%
Q1 2022$23,000
-36.1%
498
-24.1%
0.00%
-33.3%
Q4 2021$36,000
+140.0%
656
+109.6%
0.00%
+200.0%
Q3 2021$15,000
+200.0%
313
+189.8%
0.00%
Q2 2021$5,0000.0%1080.0%0.00%
-100.0%
Q1 2021$5,0001080.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders