NORTH STAR ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$519,000
+9.3%
4,4000.0%0.03%0.0%
Q3 2021$475,0000.0%4,4000.0%0.03%0.0%
Q2 2021$475,000
+8.2%
4,4000.0%0.03%0.0%
Q1 2021$439,000
+5.8%
4,4000.0%0.03%0.0%
Q4 2020$415,000
+13.1%
4,400
+100.0%
0.03%
-3.7%
Q3 2020$367,000
+8.9%
2,2000.0%0.03%0.0%
Q2 2020$337,000
+21.2%
2,2000.0%0.03%0.0%
Q1 2020$278,000
-20.8%
2,2000.0%0.03%
+8.0%
Q4 2019$351,000
+8.0%
2,2000.0%0.02%0.0%
Q3 2019$325,000
+1.2%
2,2000.0%0.02%0.0%
Q2 2019$321,000
+3.2%
2,2000.0%0.02%0.0%
Q1 2019$311,0002,2000.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders