Harborview Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 470 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 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 Q4 2018
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders