LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$67,000
-1.5%
1,1120.0%0.02%
-7.7%
Q2 2021$68,000
+15.3%
1,112
+300.0%
0.03%
-10.3%
Q1 2021$59,0000.0%2780.0%0.03%0.0%
Q4 2020$59,000
+9.3%
2780.0%0.03%
-9.4%
Q3 2020$54,000
+10.2%
2780.0%0.03%
-5.9%
Q2 2020$49,000
+19.5%
2780.0%0.03%
-5.6%
Q1 2020$41,000
-19.6%
2780.0%0.04%
-10.0%
Q4 2019$51,000
+8.5%
2780.0%0.04%
-9.1%
Q3 2019$47,000
+2.2%
2780.0%0.04%
+10.0%
Q2 2019$46,000
+4.5%
2780.0%0.04%
+21.2%
Q1 2019$44,000
+12.8%
2780.0%0.03%
+13.8%
Q4 2018$39,0002780.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 92,345$5,604,0003.94%
Brand Asset Management Group, Inc. 71,401$4,333,0002.09%
Equitable Holdings, Inc. 754,868$45,813,0000.78%
West Coast Financial LLC 45,770$2,778,0000.45%
PACIFIC SUN FINANCIAL CORP 9,340$567,0000.33%
LANDAAS & CO /WI /ADV 8,466$514,0000.30%
Red Tortoise LLC 7,232$357,0000.28%
Karn, Couzens & Associates, Inc. 5,932$360,0000.27%
Cadent Capital Advisors, LLC 9,261$562,0000.25%
FLAGSTAR ADVISORS INC 10,889$661,0000.22%
View complete list of ISHARES TR shareholders