HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,628
+20.9%
930.0%0.00%
Q3 2022$3,000
-25.0%
930.0%0.00%
-100.0%
Q2 2022$4,0000.0%930.0%0.00%0.0%
Q1 2022$4,000930.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,414,600$166,298,00014.91%
Beirne Wealth Consulting Services, LLC 438,553$16,520,0008.17%
Addison Advisors LLC 187,250$7,054,0006.76%
Wade Financial Advisory, Inc 203,886$7,680,0005.15%
Clearwater Capital Advisors, LLC 917,416$34,559,0004.59%
Sterneck Capital Management, LLC 140,529$5,294,0003.97%
PHILLIPS FINANCIAL MANAGEMENT, LLC 728,805$27,454,0003.75%
Wescott Financial Advisory Group, LLC 121,573$4,580,0003.22%
First Ascent Asset Management, LLC 187,473$7,062,0002.97%
NORTH AMERICAN MANAGEMENT CORP 511,717$19,276,394,0002.73%
View complete list of ISHARES TR shareholders