FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 230 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 159.97 and the average weighting 0.4%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$350,0000.0%9690.0%0.04%0.0%
Q2 2021$350,000
+7.4%
969
-1.7%
0.04%
+2.7%
Q1 2021$326,000
-3.8%
986
-4.7%
0.04%
-11.9%
Q4 2020$339,000
-47.1%
1,035
-51.7%
0.04%
-51.7%
Q3 2020$641,000
-2.6%
2,141
-13.9%
0.09%
-10.3%
Q2 2020$658,000
+38.2%
2,488
+17.9%
0.10%
+2.1%
Q1 2020$476,000
-31.9%
2,111
-20.1%
0.10%
-22.1%
Q4 2019$699,000
+11.3%
2,643
+4.0%
0.12%
-0.8%
Q3 2019$628,000
-36.8%
2,542
-38.5%
0.12%
-40.3%
Q2 2019$994,000
-30.5%
4,131
-33.1%
0.21%
-29.9%
Q1 2019$1,430,000
+13.8%
6,176
-1.9%
0.29%
-3.6%
Q4 2018$1,257,000
+3.5%
6,294
+18.1%
0.30%
+35.6%
Q3 2018$1,214,000
+219.5%
5,331
+180.9%
0.22%
+196.1%
Q2 2018$380,000
+65.9%
1,898
+47.9%
0.08%
+11.8%
Q1 2018$229,000
-3.0%
1,283
-2.8%
0.07%0.0%
Q4 2017$236,000
+6.8%
1,3200.0%0.07%
-5.6%
Q3 2017$221,0001,3200.07%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders