FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 232 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$5,0000.0%500.0%0.00%0.0%
Q2 2020$5,0000.0%500.0%0.00%0.0%
Q1 2020$5,000
-28.6%
500.0%0.00%0.0%
Q4 2019$7,000
+16.7%
500.0%0.00%0.0%
Q3 2019$6,000
-45.5%
50
-43.8%
0.00%
-50.0%
Q2 2019$11,000
-35.3%
89
-38.6%
0.00%
-33.3%
Q1 2019$17,000
+13.3%
1450.0%0.00%
-25.0%
Q4 2018$15,000
-16.7%
1450.0%0.00%
+33.3%
Q3 2018$18,000
-30.8%
145
-36.1%
0.00%
-40.0%
Q2 2018$26,000
-87.9%
227
-87.4%
0.01%
-91.9%
Q4 2017$215,0001,7990.06%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders