HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,335
-28.7%
142
-26.0%
0.00%
-33.3%
Q2 2023$18,712
-15.6%
192
-21.6%
0.00%0.0%
Q1 2023$22,160
-61.1%
245
-63.5%
0.00%
-66.7%
Q4 2022$56,905
+7.4%
6710.0%0.01%0.0%
Q3 2022$53,000
+3.9%
671
+10.4%
0.01%
+12.5%
Q2 2022$51,000
-7.3%
608
+11.8%
0.01%
+14.3%
Q1 2022$55,000
+10.0%
544
+17.0%
0.01%
+16.7%
Q4 2021$50,000
+257.1%
465
+239.4%
0.01%
+200.0%
Q3 2021$14,000
+600.0%
137
+552.4%
0.00%
Q2 2021$2,0000.0%21
+5.0%
0.00%
Q1 2021$2,000
+100.0%
20
+25.0%
0.00%
Q4 2020$1,00016
+1500.0%
0.00%
Q3 2020$0
-100.0%
1
-99.0%
0.00%
-100.0%
Q1 2020$6,000
-14.3%
1050.0%0.00%0.0%
Q4 2019$7,0001050.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders