LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 123 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$29,000
-37.0%
235
-32.9%
0.01%
-44.4%
Q2 2021$46,000
+17.9%
3500.0%0.02%
-5.3%
Q1 2021$39,0000.0%3500.0%0.02%0.0%
Q4 2020$39,000
+11.4%
3500.0%0.02%
-9.5%
Q3 2020$35,000
+12.9%
3500.0%0.02%
-4.5%
Q2 2020$31,000
+29.2%
3500.0%0.02%
+4.8%
Q1 2020$24,000
-29.4%
3500.0%0.02%
-22.2%
Q4 2019$34,000
+6.2%
3500.0%0.03%
-10.0%
Q3 2019$32,000
-3.0%
3500.0%0.03%
+3.4%
Q2 2019$33,000
+6.5%
3500.0%0.03%
+26.1%
Q1 2019$31,000
+6.9%
3500.0%0.02%
+4.5%
Q4 2018$29,0003500.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders