North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 564 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$9,949
+0.1%
1000.0%0.00%0.0%
Q1 2024$9,943
-60.1%
100
-60.5%
0.00%
-50.0%
Q4 2023$24,943
+157.4%
253
+153.0%
0.00%
+100.0%
Q3 2023$9,692
-0.7%
1000.0%0.00%0.0%
Q2 2023$9,760
-1.6%
1000.0%0.00%0.0%
Q1 2023$9,923
+2.3%
1000.0%0.00%0.0%
Q4 2022$9,696
-3.0%
1000.0%0.00%0.0%
Q3 2022$10,0000.0%1000.0%0.00%0.0%
Q2 2022$10,0000.0%1000.0%0.00%0.0%
Q1 2022$10,000
-9.1%
1000.0%0.00%0.0%
Q4 2021$11,0000.0%1000.0%0.00%0.0%
Q3 2021$11,0000.0%1000.0%0.00%0.0%
Q2 2021$11,0000.0%1000.0%0.00%0.0%
Q1 2021$11,000
+10.0%
1000.0%0.00%0.0%
Q4 2020$10,0000.0%1000.0%0.00%0.0%
Q3 2020$10,0000.0%1000.0%0.00%0.0%
Q2 2020$10,0000.0%1000.0%0.00%0.0%
Q1 2020$10,0000.0%1000.0%0.00%0.0%
Q4 2019$10,0000.0%1000.0%0.00%0.0%
Q3 2019$10,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders