Mayflower Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$635,744
-79.1%
28,845
-78.3%
0.10%
-75.9%
Q2 2023$3,046,685
-28.5%
133,043
-27.0%
0.39%
-29.6%
Q1 2023$4,263,343
+177.5%
182,350
+169.7%
0.56%
+162.9%
Q4 2022$1,536,156
-60.8%
67,612
-60.7%
0.21%
-66.2%
Q3 2022$3,919,000
+87.7%
172,190
+97.1%
0.63%
+97.2%
Q2 2022$2,088,000
+118.0%
87,355
+127.3%
0.32%
+148.1%
Q1 2022$958,000
+111.0%
38,439
+125.9%
0.13%
+115.0%
Q4 2021$454,000
+67.5%
17,014
+65.6%
0.06%
+62.2%
Q3 2021$271,00010,2770.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders