FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 117 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$921,495
+1317.7%
11,989
+1719.3%
0.06%
+555.6%
Q3 2020$65,000
+3.2%
6590.0%0.01%0.0%
Q2 2020$63,000
+10.5%
6590.0%0.01%
-18.2%
Q1 2020$57,000
-26.0%
6590.0%0.01%
-15.4%
Q4 2019$77,000
+6.9%
6590.0%0.01%
-7.1%
Q3 2019$72,000
+1.4%
6590.0%0.01%
-6.7%
Q2 2019$71,000
+2.9%
6590.0%0.02%
+7.1%
Q1 2019$69,000
+3.0%
659
-5.3%
0.01%
-12.5%
Q4 2018$67,000
-10.7%
6960.0%0.02%
+14.3%
Q3 2018$75,000
+7.1%
6960.0%0.01%0.0%
Q2 2018$70,0006960.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders