North Star Investment Management Corp. - ISHARES TR ownership

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ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,405
-3.6%
211
+0.5%
0.00%0.0%
Q2 2023$13,900
+4.6%
210
+0.5%
0.00%0.0%
Q1 2023$13,285
+6.4%
2090.0%0.00%0.0%
Q4 2022$12,483
+13.5%
209
+1.0%
0.00%0.0%
Q3 2022$11,000
-8.3%
207
+1.0%
0.00%0.0%
Q2 2022$12,000
-14.3%
2050.0%0.00%0.0%
Q1 2022$14,000
-6.7%
2050.0%0.00%0.0%
Q4 2021$15,000
+15.4%
205
+12.0%
0.00%0.0%
Q3 2021$13,0000.0%183
+0.5%
0.00%0.0%
Q2 2021$13,000
+8.3%
182
+0.6%
0.00%0.0%
Q1 2021$12,0000.0%1810.0%0.00%0.0%
Q4 2020$12,000
+20.0%
181
+0.6%
0.00%0.0%
Q3 2020$10,000
+100.0%
180
+116.9%
0.00%0.0%
Q2 2020$5,000
+25.0%
830.0%0.00%0.0%
Q1 2020$4,000
-20.0%
830.0%0.00%0.0%
Q4 2019$5,000
+25.0%
83
+1.2%
0.00%–
Q3 2019$4,0000.0%82
+1.2%
0.00%–
Q1 2019$4,0000.0%81
+1.2%
0.00%
-100.0%
Q4 2018$4,0000.0%800.0%0.00%–
Q3 2018$4,0000.0%80
+1.3%
0.00%–
Q2 2018$4,0000.0%790.0%0.00%–
Q1 2018$4,000–79–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders