FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 148 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$16,000
-40.7%
1,014
-28.3%
0.00%
-50.0%
Q2 2020$27,000
+22.7%
1,415
+7.3%
0.00%0.0%
Q1 2020$22,000
-46.3%
1,3190.0%0.00%
-42.9%
Q4 2019$41,000
-12.8%
1,319
-16.0%
0.01%
-22.2%
Q3 2019$47,000
-61.2%
1,570
-58.0%
0.01%
-64.0%
Q2 2019$121,000
-3.2%
3,734
+0.3%
0.02%
-3.8%
Q1 2019$125,000
+14.7%
3,7220.0%0.03%0.0%
Q4 2018$109,000
-41.4%
3,722
-23.6%
0.03%
-23.5%
Q3 2018$186,000
+12.0%
4,873
+9.6%
0.03%
+3.0%
Q2 2018$166,0004,4470.03%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 255,573$4,191,0004.45%
Morningstar Investment Management LLC 1,913,632$31,384,0003.91%
Verger Capital Management LLC 155,950$2,557,0002.29%
Parcion Private Wealth LLC 673,890$10,850,0001.66%
Affiance Financial, LLC 139,853$2,294,0001.32%
Money Design Co.,Ltd. 628,318$10,304,0001.24%
SWS Partners 148,413$2,434,0001.22%
Van Cleef Asset Management,Inc 347,825$5,704,0001.07%
Versant Capital Management, Inc 118,563$1,944,0000.87%
FUKOKU MUTUAL LIFE INSURANCE Co 444,000$7,282,0000.77%
View complete list of ISHARES TR shareholders