North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,347
-3.0%
1740.0%0.00%0.0%
Q2 2023$14,794
+2.7%
174
+0.6%
0.00%0.0%
Q1 2023$14,400
-1.8%
1730.0%0.00%0.0%
Q4 2022$14,663
+12.8%
173
+0.6%
0.00%0.0%
Q3 2022$13,000
-7.1%
1720.0%0.00%0.0%
Q2 2022$14,000
-6.7%
172
+0.6%
0.00%0.0%
Q1 2022$15,0000.0%1710.0%0.00%0.0%
Q4 2021$15,000
+7.1%
171
+0.6%
0.00%0.0%
Q3 2021$14,0000.0%1700.0%0.00%0.0%
Q2 2021$14,000
+7.7%
170
+0.6%
0.00%0.0%
Q1 2021$13,0000.0%1690.0%0.00%0.0%
Q4 2020$13,000
+8.3%
169
+0.6%
0.00%0.0%
Q3 2020$12,0000.0%1680.0%0.00%
-50.0%
Q2 2020$12,000
+20.0%
168
+1.2%
0.00%
+100.0%
Q1 2020$10,000
-9.1%
1660.0%0.00%0.0%
Q4 2019$11,000
+10.0%
166
+0.6%
0.00%0.0%
Q3 2019$10,0000.0%165
+0.6%
0.00%0.0%
Q1 2019$10,000
+11.1%
164
+0.6%
0.00%0.0%
Q4 2018$9,000
-10.0%
163
+0.6%
0.00%0.0%
Q3 2018$10,000
+11.1%
1620.0%0.00%0.0%
Q2 2018$9,0000.0%162
+102.5%
0.00%0.0%
Q1 2018$9,000800.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders