Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$271,000
+6.3%
3,181
-1.4%
0.04%
-4.8%
Q3 2021$255,000
-3.4%
3,226
-0.9%
0.04%
-6.7%
Q2 2021$264,000
+3.5%
3,2560.0%0.04%
-6.2%
Q1 2021$255,000
-8.3%
3,256
-15.4%
0.05%
-15.8%
Q4 2020$278,000
+20.9%
3,848
+300.0%
0.06%
+3.6%
Q3 2020$230,000
-5.7%
962
-11.8%
0.06%
-12.7%
Q2 2020$244,0001,0910.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders