Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$45,0000.0%8140.0%0.01%0.0%
Q3 2021$45,000
-4.3%
8140.0%0.01%
-12.5%
Q2 2021$47,000
+4.4%
8140.0%0.01%
-11.1%
Q1 2021$45,000
+4.7%
8140.0%0.01%0.0%
Q4 2020$43,000
+377.8%
814
+309.0%
0.01%
+350.0%
Q3 2020$9,0000.0%1990.0%0.00%0.0%
Q2 2020$9,0001990.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders