FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q2 2021. 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 2023$454,399
+109.5%
11,723
+123.8%
0.04%
+111.1%
Q2 2023$216,882
-84.0%
5,237
-80.0%
0.02%
-87.7%
Q3 2021$1,356,0000.0%26,1710.0%0.15%
+0.7%
Q2 2021$1,356,000
+4274.2%
26,171
+19877.9%
0.14%
+3525.0%
Q3 2020$31,000
+10.7%
1310.0%0.00%0.0%
Q2 2020$28,000
+27.3%
1310.0%0.00%0.0%
Q1 2020$22,000
-21.4%
1310.0%0.00%
-20.0%
Q4 2019$28,000
+12.0%
1310.0%0.01%0.0%
Q3 2019$25,000
-3.8%
1310.0%0.01%0.0%
Q2 2019$26,0000.0%1310.0%0.01%0.0%
Q1 2019$26,000
+23.8%
1310.0%0.01%0.0%
Q4 2018$21,000
-22.2%
1310.0%0.01%0.0%
Q3 2018$27,000
-30.8%
131
-34.8%
0.01%
-37.5%
Q2 2018$39,0002010.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,318$2,625,0002.23%
F3Logic, LLC 292,941$10,347,0001.80%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Matrix Trust Co 143,099$5,054,0001.40%
Opes Wealth Management LLC 69,765$2,464,0000.99%
Integrity Financial Corp /WA 28,855$1,019,0000.97%
CREATIVE FINANCIAL DESIGNS INC /ADV 85,155$3,008,0000.49%
Aspire Wealth Management Corp 14,304$505,0000.46%
Black Diamond Financial, LLC 29,995$1,075,0000.42%
Courage Miller Partners, LLC 20,325$718,0000.34%
View complete list of ISHARES TR shareholders