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 ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders