LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$61,0000.0%527
+0.6%
0.02%
-8.3%
Q2 2021$61,000
+22.0%
524
+1.4%
0.02%0.0%
Q1 2021$50,0000.0%5170.0%0.02%0.0%
Q4 2020$50,000
+19.0%
517
+0.4%
0.02%
-4.0%
Q3 2020$42,000
+2.4%
515
+1.0%
0.02%
-13.8%
Q2 2020$41,000
+10.8%
510
+0.6%
0.03%
-9.4%
Q1 2020$37,000
-30.2%
507
+1.0%
0.03%
-23.8%
Q4 2019$53,000
+3.9%
502
+0.6%
0.04%
-12.5%
Q3 2019$51,000
+240.0%
499
+241.8%
0.05%
+269.2%
Q2 2019$15,000
+7.1%
1460.0%0.01%
+18.2%
Q1 2019$14,000
+7.7%
1460.0%0.01%
+10.0%
Q4 2018$13,0001460.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 681,257$73,330,56916.92%
Corundum Trust Company, INC 22,774$2,448,8887.32%
Ellis Investment Partners, LLC 233,646$25,149,6606.47%
Powell Investment Advisors, LLC 91,875$10,023,9396.02%
REDMONT WEALTH ADVISORS LLC 30,220$3,252,8815.71%
Wealth Quarterback LLC 53,526$5,761,5434.98%
Gunma Bank,Ltd. 62,500$6,7284.90%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 196,155$21,113,9824.82%
Arcus Capital Partners, LLC 136,746$14,722,2894.52%
Pinnacle Financial Group, LLC / IL 54,528$5,869,4133.49%
View complete list of ISHARES TR shareholders