FLAGSHIP HARBOR ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 215 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 2022$1,805,000
+8925.0%
44,509
+9639.4%
0.20%
+6666.7%
Q3 2020$20,000
-68.8%
457
-69.6%
0.00%
-66.7%
Q2 2020$64,000
+236.8%
1,501
+228.4%
0.01%
+125.0%
Q1 2020$19,000
-9.5%
4570.0%0.00%0.0%
Q4 2019$21,000
-95.9%
457
-95.9%
0.00%
-96.0%
Q3 2019$516,000
-0.6%
11,117
-0.1%
0.10%
-6.5%
Q2 2019$519,000
-31.7%
11,124
-31.6%
0.11%
-30.8%
Q1 2019$760,000
+3.3%
16,271
-1.6%
0.16%
-12.8%
Q4 2018$736,000
-13.0%
16,531
-8.3%
0.18%
+14.0%
Q3 2018$846,000
+1438.2%
18,020
+1410.5%
0.16%
+1327.3%
Q2 2018$55,0001,1930.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders