HARBOR INVESTMENT ADVISORY, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 170 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$9,765
-13.2%
335
-22.6%
0.00%
-50.0%
Q2 2023$11,249
-22.1%
433
-18.9%
0.00%0.0%
Q1 2023$14,434
-23.5%
534
-20.2%
0.00%
-33.3%
Q4 2022$18,859
-18.0%
669
+4.5%
0.00%
-25.0%
Q3 2022$23,000
+9.5%
640
+23.8%
0.00%
+33.3%
Q2 2022$21,000
+16.7%
517
+14.1%
0.00%
+50.0%
Q1 2022$18,000
+260.0%
453
+198.0%
0.00%
+100.0%
Q4 2021$5,000
+400.0%
152
+300.0%
0.00%
Q3 2021$1,000380.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 1,414,724$50,703,0007.38%
MCMORGAN & CO LLC 885,038$31,720,0006.36%
Pettinga Financial Advisors LLC 415,174$14,880,0003.80%
Intelligence Driven Advisers, LLC 450,305$16,751,0003.76%
Williams Financial, LLC 113,037$4,051,0003.51%
Goodwin Investment Advisory 84,368$3,016,0002.93%
HawsGoodwin Investment Management LLC 267,896$9,601,0002.91%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 201,167$7,210,0002.86%
Tri-Star Advisors Inc. 155,921$5,897,0002.59%
ONE Advisory Partners, LLC 114,608$4,108,0002.55%
View complete list of ISHARES U S ETF TR shareholders