HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.

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 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders