LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$271,194
+5.6%
4,361
-7.7%
0.07%
+26.4%
Q1 2023$256,930
-49.9%
4,726
-61.1%
0.05%
-61.3%
Q3 2022$513,000
-11.4%
12,163
-4.1%
0.14%
-41.7%
Q2 2022$579,000
-71.6%
12,679
-63.9%
0.24%
-68.0%
Q1 2022$2,037,000
-34.6%
35,139
-27.6%
0.74%
+444.4%
Q4 2021$3,113,000
+4.8%
48,546
-7.4%
0.14%
-87.3%
Q3 2021$2,970,000
+91.5%
52,413
+1040.2%
1.06%
+75.6%
Q2 2021$1,551,000
-36.0%
4,597
-41.7%
0.60%
-49.1%
Q1 2021$2,424,0000.0%7,8810.0%1.18%
-0.2%
Q4 2020$2,424,000
-5.7%
7,881
-19.2%
1.19%
-21.8%
Q3 2020$2,571,000
+25.3%
9,751
+11.9%
1.52%
+5.0%
Q2 2020$2,052,000
+43.4%
8,713
+11.4%
1.44%
+15.5%
Q1 2020$1,431,000
-4.0%
7,821
+10.5%
1.25%
+6.5%
Q4 2019$1,490,000
+85.8%
7,078
+63.2%
1.17%
+54.7%
Q3 2019$802,000
+31.3%
4,337
+27.6%
0.76%
+41.6%
Q2 2019$611,000
-11.6%
3,400
-15.9%
0.54%
+3.1%
Q1 2019$691,000
+49.2%
4,042
+25.7%
0.52%
+50.7%
Q4 2018$463,0003,2150.34%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders