HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.98 and the average weighting 0.2%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$85,757
-4.9%
8500.0%0.01%
-15.4%
Q2 2023$90,134
+5.9%
8500.0%0.01%0.0%
Q1 2023$85,136
+3.8%
8500.0%0.01%0.0%
Q4 2022$81,991
+15.5%
8500.0%0.01%
+8.3%
Q3 2022$71,000
-64.7%
850
-62.7%
0.01%
-62.5%
Q2 2022$201,000
+33.1%
2,277
+59.2%
0.03%
+60.0%
Q1 2022$151,000
+788.2%
1,430
+853.3%
0.02%
+900.0%
Q4 2021$17,000
+6.2%
1500.0%0.00%0.0%
Q3 2021$16,000
-5.9%
1500.0%0.00%0.0%
Q2 2021$17,000
+6.2%
1500.0%0.00%0.0%
Q1 2021$16,000
+6.7%
1500.0%0.00%0.0%
Q4 2020$15,000
+15.4%
150
+100.0%
0.00%0.0%
Q3 2020$13,000
+18.2%
750.0%0.00%0.0%
Q2 2020$11,000
+22.2%
750.0%0.00%0.0%
Q1 2020$9,000
-30.8%
750.0%0.00%
-33.3%
Q4 2019$13,000750.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders