Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders