HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,014
-92.9%
46
-92.6%
0.00%
-100.0%
Q2 2023$14,267
-2.1%
6230.0%0.00%0.0%
Q1 2023$14,566
-34.7%
623
-36.6%
0.00%
-33.3%
Q4 2022$22,311
+1.4%
982
+1.9%
0.00%
-25.0%
Q3 2022$22,000
+22.2%
964
+25.5%
0.00%
+33.3%
Q2 2022$18,000
+20.0%
768
+24.7%
0.00%
+50.0%
Q1 2022$15,000
-6.2%
6160.0%0.00%0.0%
Q4 2021$16,000
+220.0%
616
+252.0%
0.00%
+100.0%
Q3 2021$5,000175
+993.8%
0.00%
Q2 2021$0160.0%0.00%
Q1 2021$0
-100.0%
16
-93.6%
0.00%
-100.0%
Q4 2020$7,000
-30.0%
249
-29.9%
0.00%
-50.0%
Q3 2020$10,0000.0%355
-5.3%
0.00%0.0%
Q2 2020$10,000
-23.1%
375
-16.7%
0.00%
-33.3%
Q1 2020$13,0004500.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders