LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 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
Q1 2020$8,0000.0%1240.0%0.01%
+16.7%
Q4 2019$8,0001240.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 394,719$45,582,0009.07%
NewFocus Financial Group, LLC 45,442$5,248,0003.54%
Parkside Advisors LLC 32,211$3,720,0002.81%
AJ WEALTH STRATEGIES, LLC 33,553$3,875,0002.00%
Pure Financial Advisors, LLC 54,561$6,301,0001.89%
BAILARD, INC. 98,870$11,409,0001.06%
Raub Brock Capital Management LP 28,255$3,263,0001.00%
WEALTHSOURCE PARTNERS, LLC 17,910$2,068,0000.87%
HCR Wealth Advisors 10,155$1,173,0000.62%
Pictet North America Advisors SA 24,072$2,780,0000.61%
View complete list of ISHARES TR shareholders