Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 53 filers reported holding ISHARES TR in Q3 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%9240.0%0.00%0.0%
Q3 2021$26,0000.0%9240.0%0.00%0.0%
Q2 2021$26,0000.0%9240.0%0.00%
-20.0%
Q1 2021$26,0000.0%9240.0%0.01%0.0%
Q4 2020$26,0000.0%9240.0%0.01%
-16.7%
Q3 2020$26,0000.0%9240.0%0.01%
-14.3%
Q2 2020$26,0009240.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Virginia National Bank 17,647$460,2332.10%
Praetorian Wealth Management, Inc. 218,620$5,701,6091.81%
Envision Financial Planning, LLC 51,161$1,334,2731.32%
Newman Dignan & Sheerar, Inc. 138,956$3,623,9851.19%
Covington Investment Advisors Inc. 212,613$5,5451.18%
SONATA CAPITAL GROUP INC 62,460$1,6290.87%
COLONY GROUP LLC 2,201,352$57,4110.86%
BLUE SQUARE ASSET MANAGEMENT, LLC 42,254$1,101,9840.81%
PFG Private Wealth Management, LLC 41,558$1,083,8330.81%
Atwater Malick LLC 54,630$1,424,7500.63%
View complete list of ISHARES TR shareholders