LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$208,000
+3.5%
2,447
-3.4%
0.01%
-87.5%
Q3 2021$201,000
-2.0%
2,533
+0.0%
0.07%
-10.0%
Q2 2021$205,000
+7.9%
2,532
+0.1%
0.08%
-14.0%
Q1 2021$190,0000.0%2,5300.0%0.09%0.0%
Q4 2020$190,000
+25.8%
2,530
+300.3%
0.09%
+4.5%
Q3 2020$151,000
+6.3%
6320.0%0.09%
-11.0%
Q2 2020$142,000
+31.5%
632
+4.8%
0.10%
+6.4%
Q1 2020$108,000
-25.0%
6030.0%0.09%
-16.8%
Q4 2019$144,000
+6.7%
603
+0.2%
0.11%
-11.7%
Q3 2019$135,000
-57.9%
602
-57.5%
0.13%
-54.4%
Q2 2019$321,000
+145.0%
1,418
+135.9%
0.28%
+183.8%
Q1 2019$131,000
+14.9%
601
+0.2%
0.10%
+16.5%
Q4 2018$114,0006000.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 321,469$26,016,0007.81%
Broadview Financial Management, LLC 112,808$9,130,0006.88%
Pensionmark Financial Group, LLC 340,856$27,586,0006.31%
Sterling Financial Planning, Inc. 115,597$9,355,0006.08%
Willis Johnson & Associates, Inc. 440,494$35,649,0005.05%
SRS Capital Advisors, Inc. 447,189$36,191,0004.93%
Hudson Capital Management LLC 149,830$11,894,0004.93%
Salomon & Ludwin, LLC 337,052$27,278,0004.28%
First Citizens Financial Corp 67,206$5,439,0004.11%
Ifrah Financial Services, Inc. 166,674$13,489,0003.86%
View complete list of ISHARES TR shareholders