HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 116 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.0%.

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Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$14,001
-5.2%
1000.0%0.00%
-50.0%
Q1 2024$14,773
+6.9%
1000.0%0.00%0.0%
Q4 2023$13,816
+9.4%
1000.0%0.00%0.0%
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$10,000–100–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 29,540$2,917,0001.97%
First Citizens Financial Corp 10,704$1,057,0001.05%
Kalos Management, Inc. 11,439$1,234,0000.55%
Fulcrum Equity Management 11,609$1,146,0000.53%
Pathway Financial Advisors LLC 12,870$1,253,0000.48%
Harvest Investment Services, LLC 6,180$610,0000.35%
BARINGS LLC 118,304$11,683,0000.27%
ROBERTS GLORE & CO INC /IL/ 6,744$665,0000.24%
CEDAR CAPITAL, LLC 6,352$627,0000.21%
Bray Capital Advisors 5,650$558,0000.20%
View complete list of ISHARES TR shareholders