FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 692 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 26.32 and the average weighting 0.6%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$437,478
-0.7%
14,510
+1.8%
0.04%0.0%
Q2 2023$440,691
+95.0%
14,248
+129.7%
0.04%
+63.6%
Q1 2022$226,000
-3.8%
6,203
+4.1%
0.02%0.0%
Q4 2021$235,000
+343.4%
5,958
+305.0%
0.02%
+214.3%
Q3 2020$53,000
+15.2%
1,471
+8.8%
0.01%0.0%
Q2 2020$46,000
-52.1%
1,352
-55.2%
0.01%
-63.2%
Q1 2020$96,000
-33.8%
3,018
-21.5%
0.02%
-24.0%
Q4 2019$145,000
-5.8%
3,846
-6.6%
0.02%
-16.7%
Q3 2019$154,000
-1.9%
4,119
-3.4%
0.03%
-9.1%
Q2 2019$157,000
-10.3%
4,265
-11.0%
0.03%
-8.3%
Q1 2019$175,000
+40.0%
4,793
+30.2%
0.04%
+20.0%
Q4 2018$125,000
-30.6%
3,680
-25.2%
0.03%
-9.1%
Q3 2018$180,000
-2.7%
4,920
+0.3%
0.03%
-10.8%
Q2 2018$185,000
-15.9%
4,907
-15.0%
0.04%
-47.9%
Q3 2017$220,0005,7720.07%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders