Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$3,194,000
+239.1%
22,859
+250.4%
0.47%
+201.3%
Q3 2021$942,000
-5.4%
6,5240.0%0.16%
-7.7%
Q2 2021$996,000
-7.3%
6,524
-10.8%
0.17%
-16.7%
Q1 2021$1,074,000
+26.5%
7,310
+2.1%
0.20%
+16.7%
Q4 2020$849,000
+31.2%
7,158
+0.1%
0.17%
+13.7%
Q3 2020$647,000
+3.2%
7,152
-0.4%
0.15%
-6.1%
Q2 2020$627,0007,1840.16%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders