FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$119,000
+8.2%
5980.0%0.02%0.0%
Q2 2020$110,000
+19.6%
5980.0%0.02%
-11.1%
Q1 2020$92,000
-29.2%
598
-3.2%
0.02%
-21.7%
Q4 2019$130,000
+2.4%
618
-3.9%
0.02%
-8.0%
Q3 2019$127,000
+2.4%
6430.0%0.02%
-3.8%
Q2 2019$124,000
-28.7%
643
-30.9%
0.03%
-27.8%
Q1 2019$174,000
+65.7%
930
+42.0%
0.04%
+38.5%
Q4 2018$105,000
-28.1%
655
-14.9%
0.03%
-3.7%
Q3 2018$146,000
+39.0%
770
+33.9%
0.03%
+28.6%
Q2 2018$105,0005750.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Matrix Trust Co 302,335$20,272,0005.30%
PACIFIC FINANCIAL GROUP INC 108,564$7,279,0005.03%
Benchmark Wealth Management, LLC 88,676$5,946,0004.08%
Brand Asset Management Group, Inc. 44,342$2,973,0001.44%
Karp Capital Management Corp 70,283$4,713,0000.70%
Marshall Financial Group LLC 17,504$1,174,0000.63%
S.A. Mason LLC 12,633$847,0000.58%
Ten Capital Wealth Advisors, LLC 32,384$2,171,0000.49%
DB Wealth Management Group, LLC 7,559$507,0000.32%
AVANTAX ADVISORY SERVICES, INC. 229,092$15,358,0000.28%
View complete list of ISHARES TR shareholders