FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 243 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$17,000
+6.2%
750.0%0.00%0.0%
Q2 2020$16,000
+14.3%
750.0%0.00%
-33.3%
Q1 2020$14,000
-12.5%
750.0%0.00%0.0%
Q4 2019$16,000
+14.3%
750.0%0.00%0.0%
Q3 2019$14,0000.0%750.0%0.00%0.0%
Q2 2019$14,0000.0%750.0%0.00%0.0%
Q1 2019$14,000
+7.7%
750.0%0.00%0.0%
Q4 2018$13,000
-13.3%
750.0%0.00%0.0%
Q3 2018$15,000
+15.4%
750.0%0.00%0.0%
Q2 2018$13,000750.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders