Mayflower Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

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 Q4 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders