Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$61,000
+22.0%
693
+9.5%
0.01%
+12.5%
Q3 2021$50,000
+72.4%
633
+69.3%
0.01%
+60.0%
Q2 2021$29,000
-3.3%
3740.0%0.01%
-16.7%
Q1 2021$30,000
-6.2%
374
-9.7%
0.01%
-14.3%
Q4 2020$32,000
-3.0%
414
+82.4%
0.01%
-12.5%
Q3 2020$33,000
+3.1%
2270.0%0.01%0.0%
Q2 2020$32,0002270.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders