North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 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$10,239
-3.7%
2630.0%0.00%0.0%
Q2 2023$10,628
+1.4%
2630.0%0.00%0.0%
Q1 2023$10,483
+4.9%
2630.0%0.00%0.0%
Q4 2022$9,997
-0.0%
263
-4.4%
0.00%0.0%
Q3 2022$10,000
-44.4%
275
-40.2%
0.00%
-50.0%
Q2 2022$18,000
-10.0%
460
+0.2%
0.00%0.0%
Q1 2022$20,000
-4.8%
4590.0%0.00%
+100.0%
Q4 2021$21,000
+162.5%
459
+152.2%
0.00%0.0%
Q3 2021$8,0000.0%1820.0%0.00%0.0%
Q2 2021$8,0000.0%182
+0.6%
0.00%0.0%
Q1 2021$8,0000.0%1810.0%0.00%0.0%
Q4 2020$8,000
+14.3%
181
+1.1%
0.00%0.0%
Q3 2020$7,0000.0%179
+0.6%
0.00%0.0%
Q2 2020$7,0000.0%178
+0.6%
0.00%0.0%
Q1 2020$7,0000.0%1770.0%0.00%0.0%
Q4 2019$7,0000.0%177
+1.1%
0.00%0.0%
Q3 2019$7,0001750.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders