HARBOR INVESTMENT ADVISORY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 91 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,086
-2.3%
1,2290.0%0.00%0.0%
Q2 2023$30,805
-1.6%
1,2290.0%0.00%
-20.0%
Q1 2023$31,290
+1.5%
1,2290.0%0.01%0.0%
Q4 2022$30,8171,2290.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 622,754$15,245,0182.25%
Envision Financial Planning, LLC 86,542$2,118,5452.10%
Praetorian Wealth Management, Inc. 226,637$5,548,0731.76%
Virginia National Bank 12,351$302,3521.38%
HENGEHOLD CAPITAL MANAGEMENT LLC 402,502$9,853,2491.29%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,229$862,4060.64%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 55,040$1,3470.58%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 649,377$15,896,7490.55%
Granite Harbor Advisors, Inc. 27,404$670,8500.54%
Royal Harbor Partners, LLC 37,678$922,3570.48%
View complete list of ISHARES TR shareholders