NorthRock Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
NorthRock Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$201,000
-2.0%
6,3310.0%0.02%
+5.9%
Q2 2021$205,000
-35.3%
6,331
-37.2%
0.02%
-41.4%
Q1 2021$317,000
-35.2%
10,082
-39.2%
0.03%
-39.6%
Q4 2020$489,000
+6.3%
16,590
-10.1%
0.05%
-5.9%
Q3 2020$460,000
-46.9%
18,449
-46.5%
0.05%
-50.5%
Q2 2020$867,000
-42.0%
34,514
-47.8%
0.10%
-50.7%
Q1 2020$1,495,000
-80.2%
66,134
-70.6%
0.21%
-47.6%
Q4 2019$7,546,000
+22.2%
224,773
+11.9%
0.40%
-52.6%
Q3 2019$6,175,000200,8710.84%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders