LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,451,000
+8977.8%
27,548
+10334.8%
0.99%
+9840.0%
Q3 2021$27,000
+42.1%
264
+45.1%
0.01%
+42.9%
Q2 2021$19,000
+26.7%
1820.0%0.01%0.0%
Q1 2021$15,0000.0%1820.0%0.01%0.0%
Q4 2020$15,000
+36.4%
182
+100.0%
0.01%
+16.7%
Q3 2020$11,0000.0%910.0%0.01%
-25.0%
Q2 2020$11,000
+175.0%
91
+122.0%
0.01%
+166.7%
Q1 2020$4,000
-33.3%
410.0%0.00%
-40.0%
Q4 2019$6,0000.0%410.0%0.01%
-16.7%
Q3 2019$6,0000.0%410.0%0.01%
+20.0%
Q2 2019$6,0000.0%410.0%0.01%0.0%
Q1 2019$6,000
+20.0%
410.0%0.01%
+25.0%
Q4 2018$5,000410.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders