Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders