FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 108 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 3.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$337,000
+4.7%
1,671
+0.1%
0.05%
-2.1%
Q2 2020$322,000
+15.4%
1,670
-0.1%
0.05%
-16.1%
Q1 2020$279,000
-25.6%
1,671
-10.4%
0.06%
-15.2%
Q4 2019$375,000
-2.1%
1,865
-21.3%
0.07%
-12.0%
Q3 2019$383,000
-16.7%
2,369
-11.7%
0.08%
-21.1%
Q2 2019$460,000
-5.0%
2,684
-6.9%
0.10%
-4.0%
Q1 2019$484,000
+8.8%
2,884
+7.0%
0.10%
-8.3%
Q4 2018$445,000
+7.0%
2,695
+29.6%
0.11%
+40.3%
Q3 2018$416,000
+38.7%
2,080
+21.6%
0.08%
+28.3%
Q2 2018$300,000
+44.9%
1,710
+30.5%
0.06%
-3.2%
Q1 2018$207,000
-9.6%
1,310
-8.7%
0.06%
-6.1%
Q4 2017$229,000
+11.2%
1,4350.0%0.07%
-1.5%
Q3 2017$206,0001,4350.07%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Jackson Financial Management 68,387$11,481,0007.63%
SPC Financial, Inc. 71,695$12,037,0002.58%
Wharton Business Group, LLC 102,745$17,250,0001.78%
IBEX WEALTH ADVISORS 22,692$3,810,0001.34%
Concourse Capital Management, LLC 7,600$1,276,0001.29%
MinichMacGregor Wealth Management, LLC 10,153$1,710,0001.28%
MARTIN & CO INC /TN/ 21,450$3,601,0001.09%
Bruderman Asset Management, LLC 27,742$4,658,0001.02%
FMA ADVISORY INC 13,172$2,212,0001.01%
Genesee Capital Advisors, LLC 3,422$575,0000.69%
View complete list of ISHARES TR shareholders