North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 193 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$422,671
-12.8%
5,744
-3.1%
0.04%
-7.7%
Q2 2023$484,595
-19.8%
5,928
-17.9%
0.04%
-22.0%
Q1 2023$604,581
-3.2%
7,222
+0.1%
0.05%
-9.1%
Q4 2022$624,519
+6.8%
7,217
+0.1%
0.06%
-3.5%
Q3 2022$585,000
-5.2%
7,211
+0.1%
0.06%
+1.8%
Q2 2022$617,000
-3.9%
7,205
+2.1%
0.06%
+12.0%
Q1 2022$642,000
+2.9%
7,059
+0.1%
0.05%
+13.6%
Q4 2021$624,000
+10.2%
7,054
-1.7%
0.04%
-4.3%
Q3 2021$566,000
-8.3%
7,174
-8.7%
0.05%
-6.1%
Q2 2021$617,000
+45.5%
7,855
+47.4%
0.05%
+22.5%
Q1 2021$424,000
+2.7%
5,3280.0%0.04%
-7.0%
Q4 2020$413,000
+6.2%
5,328
+100.0%
0.04%
-6.5%
Q3 2020$389,000
+4.3%
2,6640.0%0.05%
-6.1%
Q2 2020$373,000
+1.4%
2,6640.0%0.05%
-9.3%
Q1 2020$368,000
-14.8%
2,6640.0%0.05%
+20.0%
Q4 2019$432,000
-0.5%
2,6640.0%0.04%
-6.2%
Q3 2019$434,000
+8.0%
2,6640.0%0.05%
+4.3%
Q2 2019$402,000
+2.6%
2,6640.0%0.05%0.0%
Q1 2019$392,000
+9.5%
2,6640.0%0.05%
-2.1%
Q4 2018$358,000
+17.8%
2,664
+17.7%
0.05%
+38.2%
Q3 2018$304,000
+1.7%
2,2640.0%0.03%
-2.9%
Q2 2018$299,000
+3.5%
2,2640.0%0.04%0.0%
Q1 2018$289,000
-4.0%
2,2640.0%0.04%
-5.4%
Q4 2017$301,0000.0%2,2640.0%0.04%
-2.6%
Q3 2017$301,000
-4.1%
2,264
-6.2%
0.04%
-9.5%
Q2 2017$314,000
+1.3%
2,4140.0%0.04%
-2.3%
Q1 2017$310,000
+5.4%
2,4140.0%0.04%
-2.3%
Q4 2016$294,0002,4140.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders