LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 148 filers reported holding ISHARES TR in Q2 2019. 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 2021$51,0000.0%4720.0%0.02%
-10.0%
Q2 2021$51,000
+15.9%
4720.0%0.02%
-4.8%
Q1 2021$44,0000.0%4720.0%0.02%
-4.5%
Q4 2020$44,000
+12.8%
472
+100.0%
0.02%
-4.3%
Q3 2020$39,000
+8.3%
2360.0%0.02%
-8.0%
Q2 2020$36,000
+20.0%
2360.0%0.02%
-3.8%
Q1 2020$30,000
-21.1%
2360.0%0.03%
-13.3%
Q4 2019$38,000
+8.6%
2360.0%0.03%
-9.1%
Q3 2019$35,000
+2.9%
2360.0%0.03%
+10.0%
Q2 2019$34,000
+3.0%
2360.0%0.03%
+20.0%
Q1 2019$33,000
+13.8%
2360.0%0.02%
+13.6%
Q4 2018$29,0002360.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders