HARVEY CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 210 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HARVEY CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$975,000
-3.2%
38,800
-2.5%
0.30%
-12.5%
Q3 2021$1,007,000
-9.0%
39,800
-8.4%
0.34%
-14.0%
Q1 2021$1,106,000
-4.8%
43,450
-4.4%
0.40%
-14.9%
Q4 2020$1,162,000
-4.4%
45,450
-4.2%
0.47%
-13.3%
Q3 2020$1,216,000
+9.1%
47,450
+9.2%
0.54%
-1.6%
Q2 2020$1,115,000
+14.1%
43,450
+10.1%
0.55%
-16.2%
Q1 2020$977,000
-11.8%
39,450
-10.0%
0.66%
+33.9%
Q4 2019$1,108,000
-4.5%
43,850
-4.4%
0.49%
-14.6%
Q3 2019$1,160,000
-5.8%
45,850
-6.1%
0.58%
-2.9%
Q2 2019$1,232,000
+216.7%
48,850
+212.1%
0.59%
+217.1%
Q1 2019$389,00015,6500.19%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,295,239$33,184,0005.51%
MV CAPITAL MANAGEMENT, INC. 569,489$14,624,0003.44%
PFG Private Wealth Management, LLC 136,488$3,505,0003.30%
First Fiduciary Investment Counsel, Inc. 72,595$18,642,0003.27%
Day & Ennis, LLC 248,320$6,377,0003.15%
AlphaMark Advisors, LLC 265,510$6,818,0002.94%
RVW Wealth, LLC 623,715$16,017,0002.93%
Aptus Capital Advisors, LLC 1,675,920$42,942,0002.70%
Fragasso Group Inc. 582,420$14,951,0002.54%
Matthew Goff Investment Advisor, LLC 301,923$7,753,0002.54%
View complete list of ISHARES TR shareholders