Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$98,000
+7.7%
1,1720.0%0.01%
-6.7%
Q3 2021$91,0000.0%1,1720.0%0.02%0.0%
Q2 2021$91,000
+3.4%
1,1720.0%0.02%
-11.8%
Q1 2021$88,000
+6.0%
1,1720.0%0.02%0.0%
Q4 2020$83,000
+13.7%
1,172
+300.0%
0.02%0.0%
Q3 2020$73,000
+14.1%
2930.0%0.02%0.0%
Q2 2020$64,0002930.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders