Mayflower Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$510,090
+77.5%
5,263
+78.8%
0.08%
+105.4%
Q2 2023$287,334
-1.6%
2,9440.0%0.04%
-2.6%
Q1 2023$292,133
-3.2%
2,944
-5.5%
0.04%
-9.5%
Q4 2022$301,933
-21.4%
3,114
-22.0%
0.04%
-32.3%
Q3 2022$384,000
+23.9%
3,993
+30.7%
0.06%
+31.9%
Q2 2022$310,000
-3.1%
3,0540.0%0.05%
+9.3%
Q1 2022$320,000
-0.9%
3,0540.0%0.04%0.0%
Q4 2021$323,0000.0%3,0540.0%0.04%
-2.3%
Q3 2021$323,000
-1.2%
3,054
-0.6%
0.04%
-2.2%
Q2 2021$327,000
+0.6%
3,0730.0%0.04%
-6.2%
Q1 2021$325,000
+1.2%
3,0730.0%0.05%
-12.7%
Q4 2020$321,0003,0730.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders