NorthRock Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

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 Q1 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders