HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$381,910
-2.5%
12,6670.0%0.05%
-9.1%
Q2 2023$391,790
-0.9%
12,6670.0%0.06%
-6.8%
Q1 2023$395,464
+2.3%
12,6670.0%0.06%
-1.7%
Q4 2022$386,724
-16.1%
12,667
-13.0%
0.06%
-21.1%
Q3 2022$461,000
-5.1%
14,567
-1.4%
0.08%
-2.6%
Q2 2022$486,000
-28.8%
14,767
-21.3%
0.08%
-14.3%
Q1 2022$683,000
-7.7%
18,7670.0%0.09%
-3.2%
Q4 2021$740,000
+1.6%
18,7670.0%0.09%
-5.1%
Q3 2021$728,000
-1.4%
18,7670.0%0.10%
-1.0%
Q2 2021$738,000
+2.4%
18,7670.0%0.10%
-8.3%
Q1 2021$721,000
-12.1%
18,767
-11.9%
0.11%
-16.8%
Q4 2020$820,000
+203.7%
21,297
+187.9%
0.13%
+151.9%
Q3 2020$270,000
+8.4%
7,397
+2.8%
0.05%
-1.9%
Q2 2020$249,000
+492.9%
7,197
+440.3%
0.05%
+381.8%
Q1 2020$42,000
-16.0%
1,332
-0.7%
0.01%
-8.3%
Q4 2019$50,0001,3410.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders