Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBCE and the CUSIP is 46432FAN7. A total of 18 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$230,000
-3.8%
9,364
-3.2%
0.03%
-15.0%
Q3 2021$239,000
-0.4%
9,6700.0%0.04%
-2.4%
Q2 2021$240,000
-4.4%
9,670
-4.0%
0.04%
-12.8%
Q1 2021$251,000
-0.4%
10,0740.0%0.05%
-9.6%
Q4 2020$252,000
-0.4%
10,0740.0%0.05%
-13.3%
Q3 2020$253,0000.0%10,0740.0%0.06%
-9.1%
Q2 2020$253,00010,0740.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Klaas Financial Asset Advisors, LLC 58,324$1,447,0000.36%
ASSET PLANNING CORPORATION 11,722$291,0000.28%
Private Capital Group, LLC 9,751$242,0000.06%
Rockbridge Investment Management, LCC 9,670$240,0000.04%
IFG Advisory, LLC 10,335$256,0000.03%
Cetera Advisor Networks LLC 20,378$506,0000.01%
Laurel Wealth Advisors LLC 1,000$25,0000.01%
Raymond James Financial Services Advisors, Inc. 65,953$1,636,0000.00%
HighTower Advisors, LLC 8,318$206,0000.00%
ROYAL BANK OF CANADA 1,060$26,0000.00%
View complete list of ISHARES TR shareholders