Northstar Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 495 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Northstar Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$6,963,000
-68.4%
60,929
-67.0%
6.24%
-61.9%
Q2 2022$22,046,000
+5238.0%
184,730
+5727.4%
16.37%
+3942.0%
Q3 2021$413,000
-92.7%
3,170
-92.6%
0.40%
-91.5%
Q4 2020$5,663,00042,5864.75%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,752,238$198,283,30133.63%
Pacific Sage Partners, LLC 360,214$40,761,79912.26%
Johnson Financial Group, Inc. 1,226,546$138,795,9839.64%
Gould Capital, LLC 96,985$10,905,9638.81%
DDFG, Inc 207,233$23,450,4938.64%
Eley Financial Management, Inc 136,854$15,478,1877.88%
Bond & Devick Financial Network, Inc. 107,359$12,148,7447.81%
Parkside Advisors LLC 221,219$25,033,0887.78%
SNS Financial Group, LLC 497,777$56,328,4277.43%
Hilton Capital Management, LLC 473,308$53,559,5047.14%
View complete list of ISHARES TR shareholders