HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,462
-34.0%
60
-33.3%
0.00%
-100.0%
Q2 2023$3,731
+49.2%
90
+50.0%
0.00%
Q1 2023$2,501
-57.8%
60
-58.6%
0.00%
-100.0%
Q4 2022$5,929
-87.1%
145
-87.5%
0.00%
-87.5%
Q3 2022$46,0000.0%1,156
+1.0%
0.01%
+14.3%
Q2 2022$46,000
-8.0%
1,144
+1.1%
0.01%0.0%
Q1 2022$50,000
-2.0%
1,132
+0.6%
0.01%
+16.7%
Q4 2021$51,000
+34.2%
1,125
+35.2%
0.01%
+20.0%
Q3 2021$38,0000.0%832
+1.1%
0.01%0.0%
Q2 2021$38,000
+18.8%
823
+17.7%
0.01%0.0%
Q1 2021$32,000
+6.7%
699
+5.6%
0.01%0.0%
Q4 2020$30,000
+20.0%
662
+14.3%
0.01%0.0%
Q3 2020$25,000
+92.3%
579
+92.4%
0.01%
+66.7%
Q2 2020$13,000
+550.0%
301
+401.7%
0.00%
+200.0%
Q1 2020$2,000600.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders