LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271
-99.9%
4,749
+23.8%
0.07%
+15.5%
Q2 2023$233,706
+7.1%
3,835
+1.1%
0.06%
+28.9%
Q1 2023$218,2813,7920.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Redhawk Wealth Advisors, Inc. 174,462$12,017,0003.32%
CREATIVE FINANCIAL DESIGNS INC /ADV 269,760$18,581,0003.07%
Matrix Trust Co 172,381$11,874,0003.04%
Stewardship Advisors, LLC 105,647$7,277,0002.75%
CAPITAL WEALTH MANAGEMENT, LLC 49,559$3,414,0002.64%
LEO BROKERAGE, LLC 178,739$12,312,0002.28%
Colonial River Wealth Management, LLC 30,704$2,222,0001.57%
CALIBER WEALTH MANAGEMENT, LLC 30,704$2,222,0001.57%
Summit Asset Management, LLC 71,497$4,925,0001.54%
Portfolio Strategies, Inc. 110,793$7,631,0001.53%
View complete list of ISHARES TR shareholders