LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 611 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$78,272,000
+43144.2%
729
-56.5%
3.40%
+5126.2%
Q3 2021$181,000
+1408.3%
1,674
+1450.0%
0.06%
+1200.0%
Q2 2021$12,000
+71.4%
108
+54.3%
0.01%
+66.7%
Q1 2021$7,0000.0%700.0%0.00%0.0%
Q4 2020$7,000
-12.5%
700.0%0.00%
-40.0%
Q3 2020$8,0000.0%700.0%0.01%
-16.7%
Q2 2020$8,000
+14.3%
700.0%0.01%0.0%
Q1 2020$7,0000.0%700.0%0.01%0.0%
Q4 2019$7,0000.0%700.0%0.01%
-14.3%
Q3 2019$7,0000.0%700.0%0.01%
+16.7%
Q2 2019$7,0000.0%700.0%0.01%
+20.0%
Q1 2019$7,0000.0%700.0%0.01%0.0%
Q4 2018$7,000700.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders