FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 184 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$392,783
-22.3%
17,152
-20.7%
0.03%
-33.3%
Q1 2023$505,546
-12.0%
21,623
-14.4%
0.05%
-18.6%
Q4 2022$574,248
-2.2%
25,275
-2.0%
0.06%
-13.2%
Q3 2022$587,000
-4.9%
25,7970.0%0.07%
-1.4%
Q2 2022$617,000
-5.8%
25,797
-1.9%
0.07%
+9.5%
Q1 2022$655,000
-13.4%
26,300
-7.2%
0.06%
-12.5%
Q4 2021$756,000
+1250.0%
28,326
+1304.4%
0.07%
+800.0%
Q3 2020$56,000
-87.1%
2,017
-87.0%
0.01%
-87.5%
Q2 2020$434,000
+87.9%
15,522
+87.8%
0.06%
+39.1%
Q1 2020$231,000
-32.5%
8,264
-37.2%
0.05%
-23.3%
Q4 2019$342,000
+12.9%
13,165
+14.3%
0.06%
+1.7%
Q3 2019$303,000
-0.3%
11,518
-2.5%
0.06%
-6.3%
Q2 2019$304,000
-28.0%
11,808
-29.5%
0.06%
-27.6%
Q1 2019$422,000
+2.4%
16,745
+0.2%
0.09%
-13.0%
Q4 2018$412,000
+84.8%
16,716
+81.9%
0.10%
+143.9%
Q3 2018$223,000
+18.0%
9,191
+19.6%
0.04%
+7.9%
Q2 2018$189,0007,6840.04%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders