Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 34 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%9550.0%0.00%0.0%
Q3 2021$26,0000.0%9550.0%0.00%0.0%
Q2 2021$26,0000.0%9550.0%0.00%
-20.0%
Q1 2021$26,0000.0%9550.0%0.01%0.0%
Q4 2020$26,0000.0%9550.0%0.01%
-16.7%
Q3 2020$26,0000.0%9550.0%0.01%
-14.3%
Q2 2020$26,0009550.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 110,358$2,693,8452.67%
Praetorian Wealth Management, Inc. 216,100$5,275,0011.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 374,938$9,152,2371.19%
Heartwood Wealth Advisors LLC 206,216$5,033,7330.74%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 633,652$15,467,4450.54%
Royal Harbor Partners, LLC 37,113$905,9280.47%
Garden State Investment Advisory Services LLC 38,524$940,3700.43%
Evergreen Wealth Solutions, LLC 16,497$402,6910.41%
Kathmere Capital Management, LLC 107,119$2,614,7750.39%
Hills Bank & Trust Co 121,532$2,966,5960.34%
View complete list of ISHARES TR shareholders