Wharton Business Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 117 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$7,706
+5.1%
200,110
+3.2%
0.43%
-11.4%
Q2 2023$7,332
-5.0%
193,870
-8.7%
0.48%
+4.3%
Q1 2023$7,720
+33.5%
212,400
+21.3%
0.46%
+38.2%
Q4 2022$5,781
-99.9%
175,085
-16.4%
0.34%
-30.4%
Q3 2022$7,115,000
-3.6%
209,516
-0.5%
0.48%
-1.2%
Q2 2022$7,377,000
-8.6%
210,596
+11.4%
0.49%
-0.6%
Q1 2022$8,072,000
-5.6%
189,076
-1.4%
0.49%
-7.2%
Q4 2021$8,555,000
+10.4%
191,776
+7.6%
0.53%
-32.8%
Q3 2021$7,748,000
+26.1%
178,311
+25.2%
0.79%
+63.8%
Q2 2021$6,143,000
+51.5%
142,366
+34.2%
0.48%
+51.4%
Q1 2021$4,054,000
+4.8%
106,121
+10.7%
0.32%0.0%
Q4 2020$3,867,000
+23.8%
95,836
+0.7%
0.32%
+10.1%
Q3 2020$3,124,000
+9.3%
95,216
+3.8%
0.29%
+4.7%
Q2 2020$2,858,00091,7460.28%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders