Wharton Business Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 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 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders