FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$53,000
+1.9%
4390.0%0.01%
-12.5%
Q2 2020$52,000
+2.0%
439
-14.6%
0.01%
-20.0%
Q1 2020$51,000
-38.6%
5140.0%0.01%
-33.3%
Q4 2019$83,000
+7.8%
5140.0%0.02%0.0%
Q3 2019$77,000
-1.3%
514
-2.7%
0.02%
-6.2%
Q2 2019$78,000
-19.6%
528
-20.5%
0.02%
-20.0%
Q1 2019$97,000
+21.2%
664
+8.1%
0.02%
+5.3%
Q4 2018$80,000
-23.8%
614
-3.9%
0.02%0.0%
Q3 2018$105,000
+1.0%
6390.0%0.02%
-9.5%
Q2 2018$104,0006390.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders