Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 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 Q4 2020
NameSharesValueWeighting ↓
Destination Wealth Management 629,843$48,876,0002.13%
LBMC INVESTMENT ADVISORS, LLC 125,560$9,743,0001.15%
San Luis Wealth Advisors LLC 20,665$1,604,0001.04%
First Citizens Financial Corp 12,914$988,0000.86%
BEAM WEALTH ADVISORS, INC. 11,334$880,0000.83%
Country Club Trust Company, n.a. 92,718$7,092,0000.72%
Tranquility Partners, LLC 11,646$904,0000.64%
HOLDERNESS INVESTMENTS CO 20,821$1,616,0000.63%
Family Firm, Inc. 22,054$1,722,0000.51%
Carl P. Sherr & Co., LLC 7,751$602,0000.48%
View complete list of ISHARES TR shareholders