North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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$4,000790.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders