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iShares Dow Jones US Reg Banks Ind. shares owned by North Star Investment Management

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by North Star Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $550k 13k 43.38
2023-12-31 $531k 13k 41.84
2023-09-30 $621k 19k 33.60
2023-06-30 $629k 19k 33.85
2023-03-31 $665k 19k 35.79
2022-12-31 $879k 19k 47.64
2022-09-30 $887k 19k 47.75
2022-06-30 $915k 19k 49.26
2022-03-31 $1.1M 19k 58.92
2021-12-31 $1.1M 18k 61.74
2021-09-30 $1.1M 18k 60.55
2021-06-30 $1.0M 18k 57.53
2021-03-31 $1.0M 18k 56.66
2020-12-31 $827k 18k 45.32
2020-09-30 $598k 18k 32.77
2020-06-30 $634k 19k 33.81
2020-03-31 $542k 19k 28.91
2019-12-31 $1.0M 20k 50.97
2019-09-30 $946k 20k 46.54
2019-06-30 $977k 21k 45.92
2019-03-31 $924k 21k 43.43
2018-12-31 $903k 23k 39.82
2018-09-30 $1.3M 27k 49.01
2018-06-30 $1.3M 27k 49.16
2018-03-31 $1.3M 27k 50.36
2017-12-31 $1.3M 27k 49.28
2017-09-30 $1.3M 27k 47.20
2017-06-30 $1.3M 29k 45.56
2017-03-31 $5.0M 112k 44.80
2016-12-31 $5.0M 110k 45.38
2016-09-30 $3.6M 103k 35.17
2016-06-30 $3.3M 102k 32.44
2016-03-31 $3.2M 102k 31.79
2015-12-31 $3.6M 103k 34.96
2015-09-30 $3.4M 101k 33.73
2015-06-30 $3.8M 105k 36.61
2015-03-31 $3.7M 106k 34.87
2014-12-31 $3.7M 105k 34.95
2014-09-30 $3.3M 101k 33.14
2014-06-30 $3.5M 100k 34.65
2014-03-31 $3.3M 96k 34.97
2013-12-31 $3.1M 93k 33.06
2013-09-30 $2.8M 94k 29.82
2013-06-30 $2.7M 91k 29.26

More positions owned by North Star Investment Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Old Republic International Corporation (ORI)
Blackstone Group Inc Com Cl A (BX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Kkr & Co (KKR)
Acme United Corporation (ACU)

View all positions for North Star Investment Management

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Royal Bank of Canada
Us Bancorp
Wells Fargo & Company
Branch Banking & Trust Company
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Abundance Wealth Counselors
UBS Group
Crestwood Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

View all funds holding iShares Dow Jones US Reg Banks Ind.