Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$932,025
+25.8%
23,144
+14.3%
0.07%
+11.5%
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 Q3 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders