North Star Investment Management Corp. - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,730
-3.7%
1250.0%0.00%
Q4 2022$2,836
-5.5%
1250.0%0.00%
Q3 2022$3,0000.0%1250.0%0.00%
Q2 2022$3,000
-25.0%
1250.0%0.00%
Q1 2022$4,0000.0%1250.0%0.00%
Q4 2021$4,000
-20.0%
1250.0%0.00%
Q3 2021$5,0000.0%1250.0%0.00%
Q2 2021$5,000
+25.0%
1250.0%0.00%
Q1 2021$4,0000.0%1250.0%0.00%
Q4 2020$4,000
+33.3%
1250.0%0.00%
Q3 2020$3,0000.0%1250.0%0.00%
Q2 2020$3,000
+50.0%
1250.0%0.00%
Q1 2020$2,000
-66.7%
1250.0%0.00%
-100.0%
Q4 2019$6,000
+20.0%
1250.0%0.00%0.0%
Q3 2019$5,0000.0%1250.0%0.00%0.0%
Q1 2019$5,0000.0%1250.0%0.00%0.0%
Q4 2018$5,0000.0%1250.0%0.00%0.0%
Q3 2018$5,0000.0%1250.0%0.00%0.0%
Q2 2018$5,0000.0%1250.0%0.00%0.0%
Q1 2018$5,000
-16.7%
1250.0%0.00%0.0%
Q4 2017$6,000
-73.9%
125
-75.0%
0.00%
-66.7%
Q3 2017$23,0000.0%5000.0%0.00%0.0%
Q2 2017$23,0000.0%5000.0%0.00%0.0%
Q1 2017$23,000
+9.5%
5000.0%0.00%0.0%
Q4 2016$21,0005000.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders