NorthRock Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

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 Q1 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders