NorthRock Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
NorthRock Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$537,056
-3.2%
1,989
+0.5%
0.06%
-8.2%
Q2 2023$554,900
-38.6%
1,980
-40.2%
0.06%
-36.5%
Q1 2023$904,375
+0.1%
3,312
+4.0%
0.10%
-6.8%
Q4 2022$903,616
+7.8%
3,185
-3.8%
0.10%
+6.2%
Q3 2022$838,000
-5.9%
3,3120.0%0.10%
+4.3%
Q2 2022$891,000
-12.1%
3,312
-5.7%
0.09%
+2.2%
Q1 2022$1,014,000
-12.3%
3,512
-8.7%
0.09%
+4.6%
Q4 2021$1,156,000
+9.0%
3,847
+5.6%
0.09%0.0%
Q3 2021$1,061,000
+1.0%
3,644
-5.3%
0.09%
-1.1%
Q2 2021$1,050,000
+8.1%
3,8470.0%0.09%0.0%
Q1 2021$971,000
+2.6%
3,8470.0%0.09%
-5.4%
Q4 2020$946,000
+8.2%
3,8470.0%0.09%
-4.1%
Q3 2020$874,000
+5.3%
3,847
-0.1%
0.10%
-1.0%
Q2 2020$830,000
+10.5%
3,849
-3.7%
0.10%
-6.7%
Q1 2020$751,000
-53.3%
3,997
-46.4%
0.10%
+23.5%
Q4 2019$1,608,000
+158.1%
7,456
+126.1%
0.08%0.0%
Q3 2019$623,0003,2980.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders