LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 510 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 5.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$19,0000.0%970.0%0.01%0.0%
Q2 2021$19,000
+18.8%
970.0%0.01%
-12.5%
Q1 2021$16,0000.0%970.0%0.01%0.0%
Q4 2020$16,000
+6.7%
970.0%0.01%
-11.1%
Q3 2020$15,000
+7.1%
970.0%0.01%
-10.0%
Q2 2020$14,000
+16.7%
970.0%0.01%0.0%
Q1 2020$12,000
-14.3%
970.0%0.01%
-9.1%
Q4 2019$14,000
+7.7%
970.0%0.01%
-8.3%
Q3 2019$13,000
-60.6%
97
-61.8%
0.01%
-58.6%
Q2 2019$33,000
+6.5%
2540.0%0.03%
+26.1%
Q1 2019$31,000
+10.7%
2540.0%0.02%
+9.5%
Q4 2018$28,0002540.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 3,844,608$322,537,548,00039.02%
Meristem Family Wealth, LLC 689,631$90,680,00024.49%
EVOKE WEALTH, LLC 579,040$76,138,027,0009.37%
Pictet North America Advisors SA 393,736$51,772,0007.08%
Oakworth Capital, Inc. 273,198$35,923,0006.97%
Relative Value Partners Group, LLC 455,764$59,928,0006.05%
SCS Capital Management LLC 1,063,423$139,829,0004.63%
Darwin Wealth Management, LLC 105,712$13,900,0004.11%
GenWealth Group, Inc. 72,110$9,481,0003.94%
BARINGS LLC 2,445,164$321,514,0003.66%
View complete list of ISHARES TR shareholders