Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q3 2023. 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$168,000
+3.1%
2,907
+3.1%
0.02%
-7.4%
Q3 2021$163,000
-1.2%
2,8200.0%0.03%
-3.6%
Q2 2021$165,000
+1.2%
2,8200.0%0.03%
-9.7%
Q1 2021$163,000
-0.6%
2,8200.0%0.03%
-8.8%
Q4 2020$164,000
+1.2%
2,8200.0%0.03%
-10.5%
Q3 2020$162,0000.0%2,8200.0%0.04%
-9.5%
Q2 2020$162,0002,8200.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 7,265$3,932,0002.77%
Bouchey Financial Group Ltd 101,549$5,834,0001.13%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,234,0000.93%
ARROW FINANCIAL CORP 75,820$4,355,0000.92%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,325$995,0000.56%
Bell Rock Capital LLC 7,481$430,0000.52%
AllSquare Wealth Management LLC 10,831$622,0000.45%
Israel Discount Bank of New York 7,225$415,0000.27%
W.G. Shaheen & Associates DBA Whitney & Co 20,579$1,182,0000.22%
Eagle Ridge Investment Management 27,343$1,571,0000.22%
View complete list of ISHARES TR shareholders