Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBDD and the CUSIP is 46432FAZ0. A total of 26 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
Ferris Capital, LLC 84,542$2,268,0000.79%
CONFLUENCE INVESTMENT MANAGEMENT LLC 502,554$13,431,0000.22%
CAPITAL ONE, NATIONAL ASSOCIATION 50,336$1,351,0000.18%
Ellis Investment Partners, LLC 3,693$99,0000.03%
J.W. COLE ADVISORS, INC. 8,320$223,0000.03%
Anchor Investment Management, LLC 4,050$108,6620.02%
Timber Creek Capital Management LLC 1,100$29,0000.02%
D.A. DAVIDSON & CO. 27,300$732,0000.01%
Retirement Group, LLC 645$17,0000.01%
Private Advisor Group, LLC 20,290$544,0000.01%
View complete list of ISHARES TR shareholders