North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,351
-68.8%
40
-66.7%
0.00%
-50.0%
Q2 2023$29,978
+9.6%
1200.0%0.00%0.0%
Q1 2023$27,341
+6.7%
1200.0%0.00%0.0%
Q4 2022$25,626
+6.8%
1200.0%0.00%0.0%
Q3 2022$24,000
-7.7%
1200.0%0.00%0.0%
Q2 2022$26,000
-18.8%
1200.0%0.00%0.0%
Q1 2022$32,000
-3.0%
1200.0%0.00%0.0%
Q4 2021$33,000
+13.8%
1200.0%0.00%0.0%
Q3 2021$29,000
-6.5%
1200.0%0.00%0.0%
Q2 2021$31,0000.0%1200.0%0.00%
-33.3%
Q1 2021$31,000
+19.2%
1200.0%0.00%0.0%
Q4 2020$26,000
+8.3%
1200.0%0.00%0.0%
Q3 2020$24,000
+20.0%
1200.0%0.00%0.0%
Q2 2020$20,000
+17.6%
1200.0%0.00%0.0%
Q1 2020$17,000
-26.1%
1200.0%0.00%
+50.0%
Q4 2019$23,000
-23.3%
120
-25.0%
0.00%
-33.3%
Q3 2019$30,000
-31.8%
160
-31.9%
0.00%
-40.0%
Q1 2019$44,000
+12.8%
2350.0%0.01%0.0%
Q4 2018$39,000
-51.9%
235
-40.5%
0.01%
-44.4%
Q3 2018$81,000
+9.5%
3950.0%0.01%0.0%
Q2 2018$74,0000.0%3950.0%0.01%0.0%
Q1 2018$74,000
-57.0%
395
-55.9%
0.01%
-57.1%
Q4 2017$172,000
-14.9%
895
-20.8%
0.02%
-19.2%
Q3 2017$202,000
+4.1%
1,1300.0%0.03%0.0%
Q2 2017$194,000
+4.9%
1,1300.0%0.03%
+4.0%
Q1 2017$185,000
+4.5%
1,130
+3.7%
0.02%
-7.4%
Q4 2016$177,000
+12.0%
1,0900.0%0.03%
-3.6%
Q3 2016$158,000
+8.2%
1,0900.0%0.03%
+3.7%
Q2 2016$146,000
-8.8%
1,090
-3.1%
0.03%
-12.9%
Q1 2016$160,000
+247.8%
1,125
+226.1%
0.03%
+244.4%
Q4 2015$46,000
+130.0%
345
+137.9%
0.01%
+125.0%
Q3 2015$20,000
+81.8%
145
+93.3%
0.00%
+100.0%
Q2 2015$11,000
-8.3%
750.0%0.00%0.0%
Q1 2015$12,0000.0%750.0%0.00%0.0%
Q4 2014$12,000
-99.7%
75
-99.7%
0.00%
-99.7%
Q3 2014$3,552,000
+3.6%
23,536
+0.9%
0.71%
+3.3%
Q2 2014$3,430,000
+10.5%
23,335
+1.8%
0.69%
+6.3%
Q1 2014$3,105,000
+6.6%
22,924
+3.8%
0.65%
+2.4%
Q4 2013$2,912,000
+10.0%
22,077
-1.9%
0.63%
-10.5%
Q3 2013$2,647,000
+11.5%
22,501
+4.1%
0.71%
+15.0%
Q2 2013$2,375,00021,6140.62%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders