Wharton Business Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$859
-3.6%
33,8350.0%0.05%
-18.6%
Q2 2023$891
-4.2%
33,8350.0%0.06%
+5.4%
Q1 2023$930
+8.1%
33,835
+6.8%
0.06%
+12.0%
Q4 2022$860
-99.8%
31,670
+39.0%
0.05%
+42.9%
Q3 2022$513,000
+3.0%
22,785
+24.2%
0.04%
+6.1%
Q2 2022$498,000
-14.4%
18,3400.0%0.03%
-5.7%
Q1 2022$582,000
+1.7%
18,3400.0%0.04%0.0%
Q4 2021$572,000
+5.1%
18,340
+9.3%
0.04%
-16.7%
Q2 2021$544,000
+8.4%
16,785
+5.3%
0.04%
+7.7%
Q1 2021$502,000
+10.3%
15,945
+3.2%
0.04%
+5.4%
Q4 2020$455,000
-29.1%
15,450
-40.0%
0.04%
-37.3%
Q3 2020$642,000
+103.2%
25,770
+104.8%
0.06%
+96.7%
Q2 2020$316,000
+11.3%
12,5800.0%0.03%
-6.2%
Q1 2020$284,000
-32.7%
12,5800.0%0.03%
-17.9%
Q4 2019$422,000
+9.0%
12,5800.0%0.04%0.0%
Q3 2019$387,000
+0.3%
12,5800.0%0.04%0.0%
Q2 2019$386,000
-0.5%
12,5800.0%0.04%
-2.5%
Q1 2019$388,000
+7.5%
12,5800.0%0.04%
-7.0%
Q4 2018$361,000
-12.0%
12,5800.0%0.04%
+4.9%
Q3 2018$410,000
+1.7%
12,5800.0%0.04%
-2.4%
Q2 2018$403,000
-2.9%
12,5800.0%0.04%
-2.3%
Q1 2018$415,000
-2.4%
12,5800.0%0.04%
-2.3%
Q4 2017$425,000
-5.6%
12,580
-5.6%
0.04%
-8.3%
Q3 2017$450,000
-62.2%
13,325
-62.3%
0.05%
-51.5%
Q4 2014$1,192,000
-5.9%
35,3900.0%0.10%
-12.4%
Q3 2014$1,267,000
-10.3%
35,3900.0%0.11%
-27.6%
Q2 2014$1,412,000
+3.3%
35,3900.0%0.16%
+41.8%
Q1 2014$1,367,000
+1.8%
35,3900.0%0.11%
-2.7%
Q4 2013$1,343,000
+4.7%
35,3900.0%0.11%
+4.6%
Q3 2013$1,283,000
+13.9%
35,3900.0%0.11%
+10.2%
Q2 2013$1,126,00035,3900.10%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders