Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 25 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$129,000
-0.8%
4,8200.0%0.02%
-9.5%
Q3 2021$130,000
-0.8%
4,8200.0%0.02%
-4.5%
Q2 2021$131,0000.0%4,8200.0%0.02%
-12.0%
Q1 2021$131,0000.0%4,8200.0%0.02%
-7.4%
Q4 2020$131,000
-0.8%
4,8200.0%0.03%
-12.9%
Q3 2020$132,0000.0%4,8200.0%0.03%
-8.8%
Q2 2020$132,0004,8200.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Ferris Capital, LLC 77,513$2,059,0000.47%
WJ Wealth Management, LLC 8,540$226,0000.15%
ALESCO ADVISORS LLC 45,205$1,201,0000.04%
Ellis Investment Partners, LLC 3,795$100,0000.02%
Financial Advocates Investment Management 8,502$226,0000.02%
US BANCORP \DE\ 340,843$9,054,0000.02%
Anchor Investment Management, LLC 3,734$99,1860.01%
Belpointe Asset Management LLC 6,595$176,0000.01%
Kovitz Investment Group Partners, LLC 11,608$308,0000.01%
Mariner, LLC 30,174$802,0000.00%
View complete list of ISHARES TR shareholders