IBTH ISHARES TR

Ownership history in Northstar Group, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Northstar Group, Inc. reported a position in ISHARES TR (IBTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q3)
Avg. % of fund
0.7%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 312,259 +17,361 +5.9% 0.96% $7.0M $22.34
2025 Q3 ADDED 294,898 +26,500 +9.9% 0.97% $6.6M $22.10
2025 Q2 ADDED 268,398 +86,128 +47.3% 0.93% $6.0M $21.85
2025 Q1 ADDED 182,270 +45,814 +33.6% 0.66% $4.1M $21.57
2024 Q4 ADDED 136,456 +95,006 +229.2% 0.51% $3.0M $21.21
2024 Q3 INITIATED 41,450 0.16% $938K $21.34
% of Fund (quarterly)    IBTH price (monthly, adj. close)
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