HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,007
-8.4%
700.0%0.00%0.0%
Q2 2023$7,651
+4.6%
700.0%0.00%0.0%
Q1 2023$7,316
-3.1%
700.0%0.00%0.0%
Q4 2022$7,548
+7.8%
700.0%0.00%0.0%
Q3 2022$7,0000.0%700.0%0.00%0.0%
Q2 2022$7,000
-22.2%
700.0%0.00%0.0%
Q1 2022$9,000
-10.0%
700.0%0.00%0.0%
Q4 2021$10,0000.0%700.0%0.00%0.0%
Q3 2021$10,000
-9.1%
700.0%0.00%0.0%
Q2 2021$11,000
+10.0%
700.0%0.00%
-50.0%
Q1 2021$10,000
+25.0%
700.0%0.00%
+100.0%
Q4 2020$8,000
+33.3%
700.0%0.00%0.0%
Q3 2020$6,0000.0%700.0%0.00%0.0%
Q2 2020$6,000
+20.0%
700.0%0.00%0.0%
Q1 2020$5,000
-28.6%
700.0%0.00%
-50.0%
Q4 2019$7,000700.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sparta 24 Ltd. 138,467$13,860,54716.17%
Michelson Medical Research Foundation, Inc. 35,385$3,542,0392.39%
ARKANSAS FINANCIAL GROUP, INC. 109,537$10,964,6252.23%
CUMBERLAND ADVISORS INC 43,340$4,338,3341.92%
Schoolcraft Capital LLC 61,620$6,168,1471.74%
One Capital Management, LLC 322,671$32,299,3671.43%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 41,148$4,1191.39%
Frank, Rimerman Advisors LLC 48,424$4,847,2281.17%
Noble Family Wealth, LLC 28,850$2,887,8850.97%
Kendall Capital Management 21,470$2,1490.95%
View complete list of ISHARES TR shareholders