Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders