FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 135 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$7,000
-12.5%
3810.0%0.00%0.0%
Q2 2020$8,000
+33.3%
3810.0%0.00%0.0%
Q1 2020$6,000
-45.5%
3810.0%0.00%
-50.0%
Q4 2019$11,0000.0%3810.0%0.00%0.0%
Q3 2019$11,000
-8.3%
381
-6.2%
0.00%0.0%
Q2 2019$12,0000.0%4060.0%0.00%0.0%
Q1 2019$12,000
+9.1%
4060.0%0.00%
-33.3%
Q4 2018$11,000
-26.7%
4060.0%0.00%0.0%
Q3 2018$15,000
+7.1%
4060.0%0.00%0.0%
Q2 2018$14,0004060.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 321,389$11,564,0006.53%
MinichMacGregor Wealth Management, LLC 393,986$14,175,0005.84%
ODonnell Financial Services, LLC 187,102$6,723,0005.51%
Sowa Financial Group, Inc. 182,369$6,562,0005.00%
Milestone Advisory Partners 116,046$4,228,0003.43%
MENLO ADVISORS LLC 143,525$5,164,0003.42%
Family Firm, Inc. 262,974$9,462,0002.79%
AVALON CAPITAL MANAGEMENT 184,788$6,649,0002.72%
Zeit Capital LLC 54,440$1,959,0001.88%
INTERACTIVE FINANCIAL ADVISORS, INC. 66,187$2,369,0001.19%
View complete list of ISHARES TR shareholders