Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.83 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 Q4 2022
NameSharesValueWeighting ↓
M Holdings Securities, Inc. 154,829$3,690,0000.41%
Clearwater Capital Advisors, LLC 114,304$2,724,0000.38%
Wharton Business Group, LLC 222,622$5,305,0000.36%
Founders Capital Management 14,835$354,0000.29%
HAP Trading, LLC 89,330$2,129,0000.14%
Financial Partners Group, Inc 22,220$529,0000.14%
Wealthcare Advisory Partners LLC 101,322$2,415,0000.14%
Financial Advocates Investment Management 40,346$961,0000.08%
Patriot Financial Group Insurance Agency, LLC 13,238$315,0000.08%
Sunbelt Securities, Inc. 14,671$350,0000.07%
View complete list of ISHARES TR shareholders