Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 99 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$25,0000.0%9710.0%0.00%0.0%
Q3 2021$25,0000.0%9710.0%0.00%0.0%
Q2 2021$25,0000.0%9710.0%0.00%
-20.0%
Q1 2021$25,0000.0%9710.0%0.01%0.0%
Q4 2020$25,000
-3.8%
9710.0%0.01%
-16.7%
Q3 2020$26,000
+4.0%
9710.0%0.01%0.0%
Q2 2020$25,0009710.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,548$3,326,0001.47%
Gateway Advisory, LLC 191,477$5,032,0001.18%
SONATA CAPITAL GROUP INC 61,706$1,622,0000.95%
SENTINEL PENSION ADVISORS INC 91,235$2,398,0000.93%
Paulson Wealth Management Inc. 42,328$1,112,0000.72%
LEAVELL INVESTMENT MANAGEMENT, INC. 288,951$7,594,0000.66%
ALTERNA WEALTH MANAGEMENT, INC 14,168$372,0000.54%
Stonebridge Capital Advisors LLC 94,988$2,496,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,096,0000.43%
Peloton Wealth Strategists 28,200$741,0000.42%
View complete list of ISHARES TR shareholders