North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 86 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 2.93 and the average weighting 0.1%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$6,000
-14.3%
218
+1.9%
0.00%0.0%
Q2 2020$7,000
+40.0%
214
+0.5%
0.00%0.0%
Q1 2020$5,000
-58.3%
213
+1.4%
0.00%0.0%
Q4 2019$12,0000.0%210
-12.1%
0.00%0.0%
Q3 2019$12,000
-14.3%
239
+0.8%
0.00%
-50.0%
Q1 2019$14,000
+16.7%
237
+0.4%
0.00%0.0%
Q4 2018$12,000
-33.3%
236
+0.9%
0.00%0.0%
Q3 2018$18,000
+5.9%
234
+0.4%
0.00%0.0%
Q2 2018$17,000
+13.3%
2330.0%0.00%0.0%
Q1 2018$15,0000.0%2330.0%0.00%0.0%
Q4 2017$15,000
-6.2%
233
-12.7%
0.00%0.0%
Q3 2017$16,000
+6.7%
267
+0.4%
0.00%0.0%
Q2 2017$15,000
-6.2%
2660.0%0.00%0.0%
Q1 2017$16,000
-5.9%
266
+0.4%
0.00%
-33.3%
Q4 2016$17,000
+6.2%
265
+0.4%
0.00%0.0%
Q3 2016$16,000
+6.7%
2640.0%0.00%0.0%
Q2 2016$15,000
+7.1%
264
+0.4%
0.00%0.0%
Q1 2016$14,0000.0%263
+0.4%
0.00%0.0%
Q4 2015$14,0000.0%262
+1.2%
0.00%0.0%
Q3 2015$14,000
-22.2%
2590.0%0.00%0.0%
Q2 2015$18,000
-5.3%
259
+0.4%
0.00%
-25.0%
Q1 2015$19,000
+5.6%
2580.0%0.00%
+33.3%
Q4 2014$18,000
-18.2%
258
+0.4%
0.00%
-25.0%
Q3 2014$22,000
-12.0%
257
+0.4%
0.00%
-20.0%
Q2 2014$25,000
+13.6%
256
+0.4%
0.01%0.0%
Q1 2014$22,0002550.01%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 149,888$8,709,0002.93%
EWG Elevate Inc. 119,167$6,925,0002.86%
ALTFEST L J & CO INC 71,752$4,169,0000.87%
GILL CAPITAL PARTNERS, LLC 22,628$1,315,0000.60%
MARTIN & CO INC /TN/ 42,677$2,480,0000.58%
Teamwork Financial Advisors, LLC 42,142$2,449,0000.48%
Independent Family Office, LLC 12,852$747,0000.31%
STERLING INVESTMENT ADVISORS LLC /ADV 5,966$347,0000.21%
CARRET ASSET MANAGEMENT, LLC 28,400$1,650,0000.20%
GRIMES & COMPANY, INC. 71,325$4,145,0000.18%
View complete list of ISHARES TR shareholders