Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 51 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$26,0000.0%9650.0%0.00%0.0%
Q3 2021$26,0000.0%9650.0%0.00%0.0%
Q2 2021$26,0000.0%9650.0%0.00%
-20.0%
Q1 2021$26,0000.0%9650.0%0.01%0.0%
Q4 2020$26,0000.0%9650.0%0.01%
-16.7%
Q3 2020$26,0000.0%9650.0%0.01%
-14.3%
Q2 2020$26,0009650.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 224,345$5,565,9991.77%
Virginia National Bank 13,639$338,3831.54%
Newman Dignan & Sheerar, Inc. 110,401$2,739,0430.90%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,300$1,099,0830.81%
WJ Wealth Management, LLC 47,037$1,166,9890.57%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 652,110$16,178,8490.56%
Granite Harbor Advisors, Inc. 26,956$668,7780.54%
Royal Harbor Partners, LLC 37,287$925,0900.48%
Atwater Malick LLC 43,974$1,090,9950.48%
Evergreen Wealth Solutions, LLC 19,002$471,4380.48%
View complete list of ISHARES TR shareholders