Mayflower Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$320,683
-1.7%
5,544
+5.7%
0.05%
+14.3%
Q2 2023$326,268
+11.9%
5,246
-2.2%
0.04%
+10.5%
Q1 2023$291,492
+6.6%
5,362
-12.1%
0.04%0.0%
Q4 2022$273,519
+27.8%
6,101
+65.2%
0.04%
+31.0%
Q1 2022$214,0003,6930.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MA Private Wealth 111,900$20,698,0005.82%
Newfound Research LLC 26,976$4,990,0004.38%
Sharkey, Howes & Javer 35,100$6,492,0002.80%
PARK AVENUE SECURITIES LLC 292,134$54,036,0002.55%
Bernardo Wealth Planning LLC 18,485$3,419,0002.48%
Icon Wealth Partners, LLC 33,511$6,199,0002.12%
PATTEN & PATTEN INC/TN 96,464$17,843,0001.95%
Concorde Asset Management, LLC 10,044$1,858,0001.43%
Day & Ennis, LLC 14,693$2,718,0001.40%
Outlook Wealth Advisors, LLC 12,713$2,351,0001.40%
View complete list of ISHARES TR shareholders