LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 232 filers reported holding ISHARES TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders