FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,062
-36.3%
7,586
-33.5%
0.04%
-35.6%
Q2 2023$714,416
+1.1%
11,409
+0.0%
0.06%
-11.9%
Q1 2023$706,679
+7.0%
11,4070.0%0.07%
-1.5%
Q4 2022$660,252
+13.6%
11,407
+0.0%
0.07%
+1.5%
Q3 2022$581,000
-35.9%
11,406
-28.2%
0.07%
-34.3%
Q2 2022$906,000
+130.5%
15,887
+169.0%
0.10%
+168.4%
Q1 2022$393,000
+27.2%
5,906
+35.6%
0.04%
+31.0%
Q4 2021$309,000
-3.1%
4,356
+0.0%
0.03%
-14.7%
Q3 2021$319,0000.0%4,3540.0%0.03%0.0%
Q2 2021$319,000
+4.2%
4,354
+0.0%
0.03%
-2.9%
Q1 2021$306,000
+7.0%
4,353
+2.1%
0.04%0.0%
Q4 2020$286,000
+15.3%
4,2630.0%0.04%
+6.1%
Q3 2020$248,0000.0%4,263
-6.6%
0.03%
-8.3%
Q2 2020$248,000
+5.1%
4,563
-9.0%
0.04%
-23.4%
Q1 2020$236,000
-10.6%
5,013
+17.6%
0.05%
+2.2%
Q4 2019$264,000
+9.1%
4,263
+1.4%
0.05%
-2.1%
Q3 2019$242,000
-11.7%
4,203
-10.3%
0.05%
-17.5%
Q2 2019$274,000
+8.3%
4,688
+7.5%
0.06%
+9.6%
Q1 2019$253,000
+5.4%
4,359
-4.7%
0.05%
-10.3%
Q4 2018$240,000
-93.4%
4,575
-92.4%
0.06%
-91.4%
Q3 2018$3,626,000
+2317.3%
59,979
+2304.0%
0.67%
+2140.0%
Q2 2018$150,0002,4950.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders