LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 210 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$268
-99.9%
3,807
-16.8%
0.07%
-17.3%
Q2 2023$327,151
-9.0%
4,573
-12.2%
0.08%
+9.5%
Q1 2023$359,618
-65.8%
5,211
-69.6%
0.07%
-73.7%
Q3 2022$1,052,000
-0.8%
17,162
+6.3%
0.28%
-34.7%
Q2 2022$1,061,000
-24.8%
16,152
-9.1%
0.43%
-15.5%
Q1 2022$1,411,000
-63.9%
17,769
-63.8%
0.51%
+199.4%
Q4 2021$3,912,000
-0.3%
49,034
-1.9%
0.17%
-87.8%
Q3 2021$3,922,000
-1.1%
49,995
-2.2%
1.40%
-9.3%
Q2 2021$3,966,00051,1221.54%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders