HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,223
-5.2%
3070.0%0.00%0.0%
Q2 2023$22,390
+1.5%
3070.0%0.00%0.0%
Q1 2023$22,055
+3.5%
307
-5.2%
0.00%0.0%
Q4 2022$21,309
+52.2%
324
+27.6%
0.00%
+50.0%
Q3 2022$14,000
-12.5%
2540.0%0.00%
-33.3%
Q2 2022$16,000
-15.8%
2540.0%0.00%0.0%
Q1 2022$19,000
+18.8%
254
+26.4%
0.00%
+50.0%
Q4 2021$16,000
+33.3%
201
+30.5%
0.00%0.0%
Q3 2021$12,000
+9.1%
154
+5.5%
0.00%
+100.0%
Q2 2021$11,000
+450.0%
146
+595.2%
0.00%
Q1 2021$2,0000.0%210.0%0.00%
Q4 2020$2,00021
+950.0%
0.00%
Q3 2020$0
-100.0%
2
-97.7%
0.00%
-100.0%
Q4 2019$6,000870.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders