LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 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$10,0000.0%1140.0%0.00%0.0%
Q2 2021$10,000
-70.6%
114
-74.7%
0.00%
-76.5%
Q1 2021$34,0000.0%4510.0%0.02%0.0%
Q4 2020$34,000
+6.2%
451
+0.4%
0.02%
-10.5%
Q3 2020$32,000
+3.2%
4490.0%0.02%
-13.6%
Q2 2020$31,000
+14.8%
449
+0.7%
0.02%
-8.3%
Q1 2020$27,000
+237.5%
446
+294.7%
0.02%
+300.0%
Q4 2019$8,000
+14.3%
1130.0%0.01%
-14.3%
Q3 2019$7,0000.0%1130.0%0.01%
+16.7%
Q2 2019$7,000
+16.7%
1130.0%0.01%
+20.0%
Q1 2019$6,0000.0%1130.0%0.01%
+25.0%
Q4 2018$6,0001130.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capricorn Fund Managers Ltd 283,044$24,800,0006.05%
Danda Trouve Investment Management, Inc. 48,965$4,290,0005.37%
Clarity Wealth Advisors, LLC 59,402$5,204,0002.47%
First International Bank & Trust 67,734$5,934,0002.02%
FCA CORP /TX 50,641$4,437,0001.55%
Money Design Co.,Ltd. 167,929$14,714,0001.00%
Ahrens Investment Partners LLC 33,440$2,930,0000.92%
Ayalon Insurance Comp Ltd. 22,100$1,936,0000.66%
Richard Bernstein Advisors LLC 380,497$33,092,0000.65%
Anfield Capital Management, LLC 20,287$1,778,0000.65%
View complete list of ISHARES TR shareholders