Rockbridge Investment Management, LCC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 96 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$25,000
-3.8%
9500.0%0.00%0.0%
Q3 2021$26,0000.0%9500.0%0.00%0.0%
Q2 2021$26,0000.0%9500.0%0.00%
-20.0%
Q1 2021$26,0000.0%9500.0%0.01%0.0%
Q4 2020$26,0000.0%9500.0%0.01%
-16.7%
Q3 2020$26,0000.0%9500.0%0.01%
-14.3%
Q2 2020$26,0009500.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 129,330$3,503,0001.34%
SONATA CAPITAL GROUP INC 60,223$1,631,0000.81%
SENTINEL PENSION ADVISORS INC 70,734$1,916,0000.70%
Paradiem, LLC 54,576$1,481,0000.63%
Gateway Advisory, LLC 97,342$2,637,0000.57%
Peloton Wealth Strategists 40,700$1,103,0000.55%
Estate Counselors, LLC 111,055$3,008,0000.45%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 91,653$2,483,0000.38%
Paulson Wealth Management Inc. 23,616$640,0000.37%
View complete list of ISHARES TR shareholders