Wharton Business Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$204
+0.5%
2,3960.0%0.01%
+8.3%
Q4 2022$203
-99.9%
2,396
-0.4%
0.01%
-7.7%
Q1 2022$211,000
-2.8%
2,4050.0%0.01%0.0%
Q4 2021$217,000
+8.5%
2,4050.0%0.01%
-18.8%
Q2 2021$200,000
-41.5%
2,405
-44.0%
0.02%
-44.8%
Q3 2013$342,000
+2.7%
4,298
-4.3%
0.03%0.0%
Q2 2013$333,0004,4930.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders