Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 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$741,146
+3.1%
20,255
+10.1%
0.06%
+3.4%
Q2 2023$719,125
+20.5%
18,401
+15.1%
0.06%
+13.5%
Q1 2023$596,612
+115972.4%
15,986
+12.7%
0.05%
+10.6%
Q4 2022$514
-99.9%
14,182
+11.9%
0.05%
+11.9%
Q3 2022$408,000
-23.7%
12,669
-19.4%
0.04%
-19.2%
Q2 2022$535,000
+7542.9%
15,713
+8581.2%
0.05%
+5100.0%
Q1 2022$7,000181
+1408.3%
0.00%
Q4 2021$0120.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders