HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 132 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,632
-5.1%
1000.0%0.00%0.0%
Q2 2023$13,305
+0.4%
1000.0%0.00%0.0%
Q1 2023$13,253
+6.2%
1000.0%0.00%0.0%
Q4 2022$12,477
+13.4%
1000.0%0.00%0.0%
Q3 2022$11,000
-8.3%
1000.0%0.00%0.0%
Q2 2022$12,000
-20.0%
1000.0%0.00%0.0%
Q1 2022$15,000
+7.1%
1000.0%0.00%0.0%
Q4 2021$14,000
+16.7%
1000.0%0.00%0.0%
Q3 2021$12,000
-7.7%
1000.0%0.00%0.0%
Q2 2021$13,000
-7.1%
100
-9.1%
0.00%0.0%
Q1 2021$14,000
+27.3%
110
+10.0%
0.00%0.0%
Q4 2020$11,000
+10.0%
1000.0%0.00%0.0%
Q3 2020$10,000
+11.1%
1000.0%0.00%0.0%
Q2 2020$9,000
+28.6%
1000.0%0.00%0.0%
Q1 2020$7,000
-30.0%
1000.0%0.00%0.0%
Q4 2019$10,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders