Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 33 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%9620.0%0.00%0.0%
Q3 2021$26,0000.0%9620.0%0.00%0.0%
Q2 2021$26,0000.0%9620.0%0.00%
-20.0%
Q1 2021$26,0000.0%9620.0%0.01%0.0%
Q4 2020$26,0000.0%9620.0%0.01%
-16.7%
Q3 2020$26,0000.0%9620.0%0.01%
-14.3%
Q2 2020$26,0009620.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 126,851$3,426,0001.16%
Prism Advisors, Inc. 44,715$1,208,0000.43%
CGN Advisors LLC 33,212$897,0000.29%
Peloton Wealth Strategists 12,000$324,0000.13%
CHILDRESS CAPITAL ADVISORS, LLC 9,700$261,0000.11%
WRAPMANAGER INC 12,741$344,0000.09%
CONFLUENCE INVESTMENT MANAGEMENT LLC 198,622$5,365,0000.08%
Sound View Wealth Advisors Group, LLC 12,500$338,0000.07%
Archford Capital Strategies, LLC 10,686$289,0000.07%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 49,090$1,326,0000.05%
View complete list of ISHARES TR shareholders