Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 5.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,524
+115.8%
933
+133.8%
0.00%
+100.0%
Q2 2023$13,216
+4.0%
399
-1.5%
0.00%0.0%
Q1 2023$12,712
+127020.0%
4050.0%0.00%0.0%
Q4 2022$10
-99.9%
405
+0.2%
0.00%0.0%
Q3 2022$10,000
-9.1%
4040.0%0.00%0.0%
Q2 2022$11,000
-21.4%
404
+0.5%
0.00%0.0%
Q1 2022$14,0000.0%402
+14.9%
0.00%0.0%
Q4 2021$14,000
+16.7%
350
+24.1%
0.00%0.0%
Q3 2021$12,000
-7.7%
2820.0%0.00%0.0%
Q2 2021$13,0002820.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders