Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$7,000
+16.7%
600.0%0.00%0.0%
Q3 2021$6,000
-25.0%
60
-20.0%
0.00%0.0%
Q2 2021$8,0000.0%750.0%0.00%
-50.0%
Q1 2021$8,000
+33.3%
75
+17.2%
0.00%
+100.0%
Q4 2020$6,000
+20.0%
64
+100.0%
0.00%0.0%
Q3 2020$5,0000.0%320.0%0.00%0.0%
Q2 2020$5,000320.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders