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 79,180$2,126,0000.46%
Ellis Investment Partners, LLC 3,775$101,0000.03%
Rockbridge Investment Management, LCC 4,820$130,0000.02%
US BANCORP \DE\ 328,261$8,853,0000.02%
Financial Advocates Investment Management 8,501$229,0000.02%
Anchor Investment Management, LLC 3,732$100,6570.01%
Belpointe Asset Management LLC 5,500$148,0000.01%
Timber Creek Capital Management LLC 1,100$29,0000.01%
D.A. DAVIDSON & CO. 27,000$727,0000.01%
Mariner, LLC 30,644$826,0000.00%
View complete list of ISHARES TR shareholders