NorthRock Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 313 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
NorthRock Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,151
-13.9%
5,756
+0.2%
0.03%
-19.4%
Q2 2023$324,193
-16.1%
5,742
-19.8%
0.04%
-12.2%
Q1 2023$386,389
+2.7%
7,1580.0%0.04%
-4.7%
Q4 2022$376,296
+11.3%
7,158
-0.2%
0.04%
+10.3%
Q3 2022$338,000
-6.4%
7,175
+0.2%
0.04%
+2.6%
Q2 2022$361,000
-23.8%
7,158
-7.9%
0.04%
-11.6%
Q1 2022$474,000
-43.5%
7,768
-39.0%
0.04%
-31.7%
Q4 2021$839,000
+4.9%
12,743
+8.0%
0.06%
-3.1%
Q3 2021$800,000
+10.7%
11,794
-1.9%
0.06%
+8.3%
Q2 2021$723,000
+9.2%
12,022
+499.9%
0.06%0.0%
Q1 2021$662,000
-4.7%
2,004
-5.6%
0.06%
-11.8%
Q4 2020$695,000
+5.5%
2,124
-3.4%
0.07%
-6.8%
Q3 2020$659,000
-11.9%
2,198
-22.2%
0.07%
-18.0%
Q2 2020$748,000
+4.0%
2,825
-11.4%
0.09%
-11.9%
Q1 2020$719,000
-31.3%
3,190
-19.4%
0.10%
+83.6%
Q4 2019$1,046,000
+111.3%
3,956
+97.6%
0.06%
-17.9%
Q3 2019$495,0002,0020.07%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders