FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$5,000
-77.3%
214
-76.0%
0.00%
-66.7%
Q2 2020$22,000
-35.3%
891
-40.5%
0.00%
-57.1%
Q1 2020$34,000
+47.8%
1,497
+119.5%
0.01%
+75.0%
Q4 2019$23,000
+15.0%
682
+0.7%
0.00%0.0%
Q3 2019$20,000
-37.5%
677
-36.0%
0.00%
-42.9%
Q2 2019$32,0000.0%1,057
+1.8%
0.01%0.0%
Q1 2019$32,000
-40.7%
1,038
-45.2%
0.01%
-46.2%
Q4 2018$54,000
-54.2%
1,895
-47.6%
0.01%
-40.9%
Q3 2018$118,000
+2.6%
3,6170.0%0.02%
-4.3%
Q2 2018$115,0003,6170.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders