FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 166 filers reported holding ISHARES TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders