FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 84 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$697,0000.0%11,8500.0%0.08%0.0%
Q2 2021$697,000
+2078.1%
11,850
+3722.6%
0.08%
+1775.0%
Q3 2020$32,0000.0%3100.0%0.00%
-20.0%
Q2 2020$32,000
+23.1%
3100.0%0.01%0.0%
Q1 2020$26,000
-42.2%
3100.0%0.01%
-37.5%
Q4 2019$45,000
-13.5%
310
-20.5%
0.01%
-20.0%
Q3 2019$52,000
-1.9%
3900.0%0.01%
-9.1%
Q2 2019$53,0000.0%3900.0%0.01%0.0%
Q1 2019$53,000
+10.4%
3900.0%0.01%
-8.3%
Q4 2018$48,0000.0%390
+23.8%
0.01%
+33.3%
Q3 2018$48,0000.0%3150.0%0.01%
-10.0%
Q2 2018$48,0003150.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 262,778$15,217,5029.60%
Matrix Trust Co 190,476$11,0302.49%
Viewpoint Capital Management LLC 46,128$2,671,2721.64%
MB Generational Wealth, LLC 23,415$1,355,9631.05%
Steele Capital Management, Inc. 190,476$11,030,4780.62%
PACIFIC SUN FINANCIAL CORP 11,812$684,0330.40%
Prosperity Consulting Group, LLC 48,297$2,796,8790.38%
Rodgers & Associates, LTD 31,616$1,830,8830.24%
Courage Miller Partners, LLC 10,480$606,8970.22%
Merriman Wealth Management, LLC 79,150$4,583,6040.20%
View complete list of ISHARES TR shareholders