Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$78,000
+1.3%
1,1560.0%0.01%
-15.4%
Q3 2021$77,000
-1.3%
1,1560.0%0.01%0.0%
Q2 2021$78,000
+4.0%
1,1560.0%0.01%
-7.1%
Q1 2021$75,000
+5.6%
1,1560.0%0.01%
-6.7%
Q4 2020$71,000
+14.5%
1,1560.0%0.02%0.0%
Q3 2020$62,000
-25.3%
1,156
-29.1%
0.02%
-31.8%
Q2 2020$83,0001,6310.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders