Wharton Business Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,504
-3.7%
12,810
+0.7%
0.08%
-18.4%
Q2 2023$1,562
+4.2%
12,7250.0%0.10%
+14.4%
Q1 2023$1,499
+3.6%
12,7250.0%0.09%
+7.1%
Q4 2022$1,447
-99.9%
12,7250.0%0.08%
-6.7%
Q3 2022$1,326,000
-5.3%
12,7250.0%0.09%
-2.2%
Q2 2022$1,400,000
-15.6%
12,7250.0%0.09%
-8.9%
Q1 2022$1,658,000
-5.1%
12,7250.0%0.10%
-6.5%
Q4 2021$1,747,000
+61.0%
12,725
+49.7%
0.11%
-1.8%
Q3 2021$1,085,000
+286.1%
8,500
+290.8%
0.11%
+400.0%
Q2 2021$281,0002,1750.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 93,557$11,947,0009.04%
MA Private Wealth 63,983$8,171,0001.60%
G&S Capital LLC 9,096$1,162,0000.64%
Anfield Capital Management, LLC 13,954$1,782,0000.56%
CLIENT 1ST ADVISORY GROUP, LLC 8,207$1,048,0000.54%
Van Hulzen Asset Management, LLC 27,677$3,534,0000.53%
Strategic Asset Management, LLC 1,756$229,0000.32%
Strategic Blueprint, LLC 15,563$1,987,0000.31%
BCGM Wealth Management, LLC 3,757$508,0000.28%
HawsGoodwin Investment Management LLC 6,068$775,0000.24%
View complete list of ISHARES TR shareholders