HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. 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$328,377
-4.2%
6,646
-0.2%
0.04%
-10.4%
Q2 2023$342,746
+3.9%
6,662
+1.0%
0.05%
-2.0%
Q1 2023$329,826
-3.9%
6,593
-9.4%
0.05%
-9.3%
Q4 2022$343,163
+6.2%
7,277
+0.9%
0.05%
+1.9%
Q3 2022$323,000
-5.0%
7,210
+1.9%
0.05%
-1.9%
Q2 2022$340,000
-4.2%
7,077
+7.5%
0.05%
+14.9%
Q1 2022$355,000
-1.9%
6,584
+3.7%
0.05%
+2.2%
Q4 2021$362,000
+4.0%
6,349
+1.2%
0.05%
-2.1%
Q3 2021$348,000
+2.1%
6,274
+3.1%
0.05%
+2.2%
Q2 2021$341,000
+8.6%
6,087
+3.8%
0.05%
-2.1%
Q1 2021$314,000
+5.7%
5,863
+3.0%
0.05%
-2.1%
Q4 2020$297,000
+10.4%
5,691
+2.6%
0.05%
-5.9%
Q3 2020$269,000
+7.6%
5,547
+3.1%
0.05%
-3.8%
Q2 2020$250,000
+15.7%
5,382
+2.9%
0.05%
-8.6%
Q1 2020$216,000
-10.7%
5,230
+3.3%
0.06%
+3.6%
Q4 2019$242,0005,0630.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders