HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$406,565
-6.6%
3,875
-3.1%
0.05%
-13.1%
Q2 2023$435,153
+18.2%
3,997
+0.8%
0.06%
+10.9%
Q1 2023$368,084
+27.3%
3,966
+2.2%
0.06%
+22.2%
Q4 2022$289,170
+2.2%
3,882
+0.8%
0.04%
-4.3%
Q3 2022$283,000
-8.1%
3,8520.0%0.05%
-4.1%
Q2 2022$308,000
-22.4%
3,8520.0%0.05%
-7.5%
Q1 2022$397,000
-10.2%
3,8520.0%0.05%
-5.4%
Q4 2021$442,000
+10.5%
3,852
-2.5%
0.06%
+3.7%
Q3 2021$400,000
-60.9%
3,952
-61.6%
0.05%
-61.2%
Q2 2021$1,024,000
+13.4%
10,3000.0%0.14%
+2.2%
Q1 2021$903,000
+3.1%
10,3000.0%0.14%
-2.9%
Q4 2020$876,000
+2.9%
10,300
+264.6%
0.14%
-14.1%
Q3 2020$851,000
+11.7%
2,8250.0%0.16%
+0.6%
Q2 2020$762,000
+32.1%
2,8250.0%0.16%
+4.5%
Q1 2020$577,000
+87.3%
2,825
+113.2%
0.16%
+118.3%
Q4 2019$308,0001,3250.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders