FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 91 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$248,000
-0.4%
2,910
-1.9%
0.03%
+3.6%
Q2 2022$249,000
-15.9%
2,966
+0.0%
0.03%
-3.4%
Q1 2022$296,000
-9.2%
2,965
+0.3%
0.03%
-6.5%
Q4 2021$326,000
-55.3%
2,956
-58.6%
0.03%
-60.3%
Q3 2021$729,0000.0%7,1420.0%0.08%0.0%
Q2 2021$729,000
+57.5%
7,142
+42.2%
0.08%
+47.2%
Q1 2021$463,0005,0210.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 55,271$6,247,0005.52%
Braun-Bostich & Associates Inc. 211,591$22,312,0005.32%
AFFINITY WEALTH MANAGEMENT LLC 211,591$22,312,0004.60%
Portfolio Strategies, Inc. 146,416$16,135,0003.01%
SPC Financial, Inc. 214,460$23,633,0002.64%
Cadent Capital Advisors, LLC 43,633$4,808,0002.12%
MinichMacGregor Wealth Management, LLC 56,456$6,221,0001.89%
L2 Asset Management, LLC 23,481$2,588,0001.81%
SOUTHERN CAPITAL ADVISORS, LLC 26,048$2,870,0001.77%
Empowered Funds, LLC 132,375$14,588,0001.64%
View complete list of ISHARES TR shareholders