Harborview Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Harborview Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$746,000
-4.0%
7,413
+0.6%
0.42%
-3.9%
Q2 2021$777,000
+1.3%
7,366
-3.3%
0.44%
-6.2%
Q1 2021$767,000
+20.6%
7,614
-2.6%
0.46%
+8.9%
Q4 2020$636,000
+27.2%
7,821
+91.5%
0.43%
+11.5%
Q3 2020$500,000
-8.4%
4,084
-10.0%
0.38%
-15.5%
Q2 2020$546,000
+28.8%
4,540
+6.9%
0.45%
+7.1%
Q1 2020$424,000
-34.8%
4,246
+5.0%
0.42%
-15.3%
Q4 2019$650,000
+6.2%
4,042
-0.8%
0.50%
+1.2%
Q3 2019$612,000
+1.0%
4,074
-0.1%
0.49%
+0.4%
Q2 2019$606,000
+0.8%
4,078
+0.2%
0.49%
-6.0%
Q1 2019$601,000
+7.3%
4,071
-4.2%
0.52%
-20.6%
Q4 2018$560,000
-19.4%
4,250
+2.1%
0.66%
-7.2%
Q3 2018$695,000
-0.4%
4,161
-2.6%
0.71%
+10.0%
Q2 2018$698,000
+4.6%
4,274
-3.3%
0.64%
+1.4%
Q1 2018$667,000
-3.9%
4,420
-2.2%
0.63%
-4.5%
Q4 2017$694,0004,5210.66%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders