NORTHSTAR WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.

Quarter-by-quarter ownership
NORTHSTAR WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$305,000
+21.0%
1,472
-3.6%
0.13%
-0.8%
Q1 2020$252,000
-14.6%
1,5270.0%0.13%
+5.8%
Q4 2019$295,000
+7.3%
1,5270.0%0.12%0.0%
Q3 2019$275,000
-25.3%
1,527
-25.7%
0.12%
-26.2%
Q2 2019$368,000
+3.4%
2,054
-0.5%
0.16%
+0.6%
Q1 2019$356,000
+4.1%
2,064
-9.0%
0.16%
-8.9%
Q4 2018$342,000
-13.4%
2,267
-6.8%
0.18%
-9.6%
Q2 2018$395,000
+0.3%
2,432
-4.5%
0.20%
-1.5%
Q1 2018$394,000
+86.7%
2,546
+90.4%
0.20%
+7.5%
Q4 2017$211,0001,3370.19%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders