Mayflower Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Mayflower Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$647,879
-18.9%
27,742
-19.2%
0.08%
-20.0%
Q1 2023$799,004
+45.9%
34,336
+57.9%
0.10%
+38.2%
Q4 2022$547,499
-11.1%
21,752
-6.9%
0.08%
-23.2%
Q3 2022$616,000
-26.4%
23,353
-19.4%
0.10%
-22.7%
Q2 2022$837,000
-16.3%
28,976
-0.2%
0.13%
-5.2%
Q1 2022$1,000,000
+4.3%
29,021
+32.6%
0.14%
+6.3%
Q4 2021$959,000
+3.8%
21,889
+16.6%
0.13%
+1.6%
Q3 2021$924,000
+9.6%
18,767
+15.8%
0.12%
+7.8%
Q2 2021$843,000
+18.2%
16,201
+3.8%
0.12%
+9.4%
Q1 2021$713,00015,6060.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders