Northland Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Northland Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$5,041,190
+4.3%
68,327
-0.1%
3.78%
-1.2%
Q4 2022$4,831,250
+13.3%
68,402
+0.5%
3.82%
-4.4%
Q3 2022$4,263,000
-4.6%
68,080
+1.9%
4.00%
-2.7%
Q2 2022$4,468,000
-7.2%
66,813
+5.3%
4.11%
-14.2%
Q1 2022$4,815,00063,4604.78%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders