North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 106 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$321,823
-3.4%
3,577
+0.6%
0.03%0.0%
Q2 2023$333,077
+7.6%
3,557
+0.9%
0.03%
+3.8%
Q1 2023$309,565
+55.9%
3,527
+46.2%
0.03%
+44.4%
Q4 2022$198,556
+8.5%
2,4120.0%0.02%0.0%
Q3 2022$183,000
-6.2%
2,4120.0%0.02%0.0%
Q2 2022$195,000
-15.9%
2,412
+0.8%
0.02%0.0%
Q1 2022$232,000
-19.7%
2,392
-12.1%
0.02%
-10.0%
Q4 2021$289,000
+10.7%
2,7220.0%0.02%
-4.8%
Q3 2021$261,000
+23.1%
2,722
+22.5%
0.02%
+23.5%
Q2 2021$212,000
+89.3%
2,222
+74.7%
0.02%
+54.5%
Q1 2021$112,000
+6.7%
1,2720.0%0.01%0.0%
Q4 2020$105,000
+16.7%
1,272
+107.8%
0.01%0.0%
Q3 2020$90,000
+9.8%
6120.0%0.01%0.0%
Q2 2020$82,000
+22.4%
6120.0%0.01%
+10.0%
Q1 2020$67,000
-18.3%
6120.0%0.01%
+11.1%
Q4 2019$82,000
+74.5%
612
+62.3%
0.01%
+80.0%
Q3 2019$47,000
-16.1%
377
-21.0%
0.01%
-28.6%
Q1 2019$56,000
+14.3%
4770.0%0.01%
+16.7%
Q4 2018$49,000
-14.0%
4770.0%0.01%0.0%
Q3 2018$57,000
+7.5%
477
+0.6%
0.01%0.0%
Q2 2018$53,0000.0%4740.0%0.01%0.0%
Q1 2018$53,0000.0%4740.0%0.01%0.0%
Q4 2017$53,000
+8.2%
474
+0.6%
0.01%0.0%
Q3 2017$49,000
+2.1%
4710.0%0.01%0.0%
Q2 2017$48,000
+33.3%
471
+29.8%
0.01%
+20.0%
Q1 2017$36,000
+9.1%
3630.0%0.01%0.0%
Q4 2016$33,0000.0%3630.0%0.01%
-16.7%
Q3 2016$33,000
+106.2%
363
+93.1%
0.01%
+100.0%
Q2 2016$16,0000.0%1880.0%0.00%0.0%
Q1 2016$16,0000.0%1880.0%0.00%0.0%
Q4 2015$16,000
-48.4%
188
-52.8%
0.00%
-50.0%
Q3 2015$31,000
-8.8%
3980.0%0.01%0.0%
Q2 2015$34,000
+100.0%
398
+99.0%
0.01%
+100.0%
Q1 2015$17,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders