Wharton Business Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,587
-12.3%
259,516
+2.1%
0.70%
-26.0%
Q2 2023$14,345
-2.5%
254,081
-6.8%
0.95%
+7.3%
Q1 2023$14,717
+2.4%
272,651
-0.2%
0.88%
+5.9%
Q4 2022$14,366
-99.9%
273,266
+1.5%
0.83%
-3.0%
Q3 2022$12,706,000
+891.1%
269,316
+6.0%
0.86%
+910.6%
Q2 2022$1,282,000
-88.8%
254,136
+35.4%
0.08%
-87.8%
Q1 2022$11,439,000
+0.7%
187,641
+8.8%
0.69%
-1.0%
Q4 2021$11,356,000
-7.0%
172,446
+409.7%
0.70%
-26.5%
Q2 2021$12,214,000
+12.6%
33,831
+3.0%
0.95%
+12.6%
Q1 2021$10,848,000
+1.0%
32,836
+0.0%
0.85%
-3.9%
Q4 2020$10,742,000
-3.5%
32,821
-11.7%
0.88%
-14.3%
Q3 2020$11,137,000
+8.8%
37,171
-3.8%
1.03%
+4.3%
Q2 2020$10,233,000
+16.7%
38,647
-0.7%
0.99%
-0.5%
Q1 2020$8,770,000
-20.4%
38,917
-6.7%
0.99%
-3.2%
Q4 2019$11,020,000
+8.3%
41,693
+1.3%
1.02%
+0.4%
Q3 2019$10,175,000
+0.4%
41,153
-2.2%
1.02%
-1.2%
Q2 2019$10,133,000
+3.0%
42,093
-0.9%
1.03%
+1.4%
Q1 2019$9,836,000
+17.6%
42,483
+1.5%
1.02%
+3.2%
Q4 2018$8,367,000
-19.9%
41,873
-8.8%
0.99%
-4.9%
Q3 2018$10,444,000
+4.5%
45,913
-7.8%
1.04%
-0.3%
Q2 2018$9,994,000
+6.9%
49,808
-1.5%
1.04%
+7.5%
Q1 2018$9,351,000
+4.2%
50,543
-3.0%
0.97%
+3.8%
Q4 2017$8,977,000
+0.9%
52,111
-2.2%
0.93%
-0.9%
Q3 2017$8,896,000
-24.0%
53,261
-24.2%
0.94%
-24.7%
Q2 2017$11,709,000
+6.6%
70,276
-3.2%
1.25%
+6.3%
Q1 2017$10,988,000
+9.3%
72,566
-3.9%
1.17%
-1.4%
Q4 2016$10,054,000
-9.7%
75,506
-1.4%
1.19%
-13.3%
Q3 2016$11,138,000
+5.0%
76,611
-2.1%
1.37%
+9.4%
Q2 2016$10,608,000
+8.0%
78,256
-2.4%
1.26%
+15.7%
Q1 2016$9,822,000
+0.2%
80,191
+0.2%
1.08%
+11.9%
Q4 2015$9,802,000
+3.9%
80,031
-5.6%
0.97%
+4.1%
Q3 2015$9,435,000
-9.4%
84,781
-2.6%
0.93%
+34.9%
Q2 2015$10,418,000
+0.3%
87,011
+0.8%
0.69%
-19.3%
Q1 2015$10,387,000
-62.1%
86,351
-64.4%
0.86%
-62.3%
Q4 2014$27,423,000
+27.4%
242,441
+12.0%
2.27%
+18.7%
Q3 2014$21,518,000
-1.9%
216,481
+0.7%
1.91%
-21.0%
Q2 2014$21,938,000
-25.6%
215,036
-27.9%
2.42%
+1.9%
Q1 2014$29,480,000
+14.6%
298,346
+7.6%
2.38%
+9.7%
Q4 2013$25,723,000
+16.4%
277,161
+6.2%
2.17%
+16.4%
Q3 2013$22,103,000
+8.9%
260,991
+0.9%
1.86%
+5.1%
Q2 2013$20,304,000258,5511.77%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders