NorthRock Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
NorthRock Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$272,833
-13.0%
3,058
-7.3%
0.03%
-17.6%
Q2 2023$313,639
-2.8%
3,298
-4.4%
0.03%0.0%
Q1 2023$322,765
+2.5%
3,4490.0%0.03%
-5.6%
Q4 2022$314,956
+5.7%
3,449
-4.6%
0.04%
+2.9%
Q3 2022$298,000
-44.5%
3,615
-40.1%
0.04%
-37.5%
Q2 2022$537,000
-13.2%
6,033
-0.2%
0.06%0.0%
Q1 2022$619,000
-4.3%
6,047
-2.3%
0.06%
+16.7%
Q4 2021$647,000
-19.2%
6,188
-22.2%
0.05%
-26.2%
Q3 2021$801,000
-6.0%
7,952
-1.6%
0.06%
-8.5%
Q2 2021$852,000
+1.4%
8,082
-3.1%
0.07%
-6.6%
Q1 2021$840,000
+21.0%
8,339
-2.3%
0.08%
+11.8%
Q4 2020$694,000
+42.5%
8,534
+7.2%
0.07%
+25.9%
Q3 2020$487,000
+8.9%
7,958
+114.3%
0.05%
+1.9%
Q2 2020$447,000
-90.9%
3,714
-92.4%
0.05%
-92.3%
Q1 2020$4,903,000
-73.2%
49,060
-93.1%
0.69%
-29.0%
Q4 2019$18,324,000
+124.3%
710,226
+1206.0%
0.97%
-13.1%
Q3 2019$8,168,000
-50.0%
54,382
-50.6%
1.11%
-76.2%
Q2 2019$16,351,000
+1.5%
110,082
+0.8%
4.68%
+10.2%
Q1 2019$16,103,000
+15.8%
109,164
+3.6%
4.24%
+2.3%
Q4 2018$13,907,000
-13.1%
105,326
+10.3%
4.15%
-10.1%
Q3 2018$16,007,000
+5.7%
95,449
+3.0%
4.61%
-10.7%
Q2 2018$15,149,000
+8.3%
92,627
+0.1%
5.17%
+13.5%
Q1 2018$13,982,000
-0.9%
92,554
+0.8%
4.55%
+1.1%
Q4 2017$14,109,000
+2.8%
91,774
-0.9%
4.50%
-13.8%
Q3 2017$13,720,000
+14.7%
92,640
+8.1%
5.22%
+4.2%
Q2 2017$11,965,000
-1.2%
85,667
-2.3%
5.01%
-4.0%
Q1 2017$12,111,000
-2.9%
87,651
-1.6%
5.22%
+18.2%
Q4 2016$12,477,000
+12.9%
89,119
+0.5%
4.42%
-6.6%
Q3 2016$11,050,000
+4.8%
88,683
-1.6%
4.73%
+0.2%
Q2 2016$10,540,000
+5.0%
90,145
+1.7%
4.72%
-9.5%
Q1 2016$10,036,000
-22.6%
88,606
-26.2%
5.21%
-31.4%
Q4 2015$12,972,000
+10.8%
119,988
+7.4%
7.60%
+3.0%
Q3 2015$11,705,000
+9.1%
111,700
+22.6%
7.37%
+48.6%
Q2 2015$10,733,00091,0834.96%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders