HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$913
-4.1%
190.0%0.00%
Q2 2023$952
-1.1%
190.0%0.00%
Q1 2023$963
-6.6%
19
-9.5%
0.00%
Q4 2022$1,031
+3.1%
21
-8.7%
0.00%
Q3 2022$1,0000.0%23
+4.5%
0.00%
Q2 2022$1,0000.0%22
+10.0%
0.00%
Q1 2022$1,0000.0%20
+5.3%
0.00%
Q4 2021$1,0000.0%19
+5.6%
0.00%
Q3 2021$1,0000.0%18
+12.5%
0.00%
Q2 2021$1,0000.0%160.0%0.00%
Q1 2021$1,0000.0%16
+14.3%
0.00%
Q4 2020$1,000140.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CNO Financial Group, Inc. 312,900$18,474,00014.78%
WT Wealth Management 232,851$13,748,0006.36%
Pinnacle Advisory Group, Inc. 1,541,372$91,003,0004.19%
Compass Financial Group, Inc. 122,094$7,208,0004.08%
CAPITAL ONE FINANCIAL CORP 524,105$30,943,0004.01%
Global Wealth Management Investment Advisory, Inc. 138,580$8,182,0002.95%
Bellwether Advisors, LLC 124,935$7,375,0002.92%
Avidian Wealth Solutions, LLC 454,801$26,851,0002.29%
Shelter Mutual Insurance Co 130,000$7,675,0002.16%
FEDERAL RESERVE BANK OF NEW YORK 2,997,120$176,950,0002.08%
View complete list of ISHARES TR shareholders