Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 65 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%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 Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 200,238$5,280,2761.90%
Virginia National Bank 17,311$456,4911.68%
WJ Wealth Management, LLC 85,437$2,252,9731.31%
Newman Dignan & Sheerar, Inc. 136,623$3,602,7401.19%
SONATA CAPITAL GROUP INC 62,460$1,6470.92%
Gateway Advisory, LLC 123,974$3,2690.84%
Covington Investment Advisors Inc. 120,589$3,1800.76%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,763$1,180,4000.76%
Signature Wealth Management Group 51,557$1,359,5580.66%
Hedeker Wealth, LLC 66,459$1,752,5240.66%
View complete list of ISHARES TR shareholders