HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$356,733
-14.1%
7,3550.0%0.05%
-19.0%
Q2 2023$415,281
+4.6%
7,3550.0%0.06%
-1.7%
Q1 2023$397,030
+2.4%
7,355
-0.3%
0.06%
-3.3%
Q4 2022$387,825
+9.2%
7,377
-1.9%
0.06%
+5.2%
Q3 2022$355,000
-6.3%
7,521
+0.0%
0.06%
-4.9%
Q2 2022$379,000
-17.2%
7,5200.0%0.06%0.0%
Q1 2022$458,000
-10.5%
7,520
-3.3%
0.06%
-6.2%
Q4 2021$512,000
+0.6%
7,774
-4.2%
0.06%
-5.8%
Q3 2021$509,000
+3.5%
8,111
+495.5%
0.07%
+3.0%
Q2 2021$492,000
+9.1%
1,362
-0.3%
0.07%
-1.5%
Q1 2021$451,000
+0.4%
1,366
-0.4%
0.07%
-5.6%
Q4 2020$449,000
+9.8%
1,371
+0.4%
0.07%
-7.7%
Q3 2020$409,000
+13.9%
1,366
+0.7%
0.08%
+2.6%
Q2 2020$359,000
+26.9%
1,356
+8.0%
0.08%0.0%
Q1 2020$283,000
+1.1%
1,255
+18.6%
0.08%
+18.8%
Q4 2019$280,0001,0580.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders