NORTH STAR ASSET MANAGEMENT INC - ISHARES TR ownership

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$225,885
-12.9%
11,1000.0%0.01%
-7.1%
Q2 2023$259,226
+0.4%
11,1000.0%0.01%
-6.7%
Q1 2023$258,297
-7.5%
11,1000.0%0.02%
-11.8%
Q4 2022$279,387
-4.6%
11,1000.0%0.02%
-15.0%
Q3 2022$293,00011,1000.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders