Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$22,0000.0%4800.0%0.00%
-25.0%
Q3 2021$22,0000.0%4800.0%0.00%0.0%
Q2 2021$22,0000.0%4800.0%0.00%0.0%
Q1 2021$22,000
+83.3%
480
+83.2%
0.00%
+100.0%
Q4 2020$12,0000.0%2620.0%0.00%
-33.3%
Q3 2020$12,000
+9.1%
2620.0%0.00%0.0%
Q2 2020$11,0002620.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
DELPHI FINANCIAL GROUP, INC. 790,320$32,411,02315.68%
KilterHowling LLC 364,938$14,973,41213.18%
RETIREMENT FINANCIAL SOLUTIONS, LLC 361,752$14,842,73110.01%
FINANCIAL ADVISORY PARTNERS, LLC 349,836$14,353,7715.79%
Wright Fund Management, LLC 2,944,159$120,798,8445.38%
Financial Strategies Group, Inc. 387,867$15,677,5934.94%
Thrive Capital Management, LLC 214,423$8,797,7614.88%
Powers Advisory Group, LLC 172,864$7,092,6204.82%
Probity Advisors, Inc. 456,058$18,712,0434.32%
SWEENEY & MICHEL, LLC 191,571$7,881,2504.13%
View complete list of ISHARES TR shareholders