HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$495,783
-3.5%
6,863
+0.2%
0.06%
-9.7%
Q2 2023$513,900
+6.2%
6,852
+1.3%
0.07%0.0%
Q1 2023$483,694
+13.9%
6,764
+8.8%
0.07%
+9.1%
Q4 2022$424,689
+129.6%
6,218
+112.0%
0.07%
+120.0%
Q3 2022$185,000
-1.1%
2,9330.0%0.03%0.0%
Q2 2022$187,000
-17.6%
2,9330.0%0.03%0.0%
Q1 2022$227,000
-9.2%
2,9330.0%0.03%
-6.2%
Q4 2021$250,000
+7.8%
2,9330.0%0.03%
+3.2%
Q3 2021$232,000
-3.3%
2,933
-1.2%
0.03%
-6.1%
Q2 2021$240,000
+1.7%
2,968
-1.4%
0.03%
-8.3%
Q1 2021$236,000
+10.3%
3,011
+1.4%
0.04%
+5.9%
Q4 2020$214,000
+24.4%
2,968
+311.7%
0.03%
+3.0%
Q3 2020$172,000
-18.5%
721
-23.3%
0.03%
-26.7%
Q2 2020$211,000
+35.3%
940
+7.4%
0.04%
+7.1%
Q1 2020$156,000
-32.8%
875
-10.2%
0.04%
-20.8%
Q4 2019$232,0009740.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders