LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. 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$15,0000.0%3220.0%0.01%
-16.7%
Q2 2021$15,000
+275.0%
322
+209.6%
0.01%
+200.0%
Q1 2021$4,0000.0%1040.0%0.00%0.0%
Q4 2020$4,0000.0%104
+1.0%
0.00%0.0%
Q3 2020$4,0000.0%1030.0%0.00%
-33.3%
Q2 2020$4,0000.0%1030.0%0.00%0.0%
Q1 2020$4,000
-20.0%
1030.0%0.00%
-25.0%
Q4 2019$5,0000.0%1030.0%0.00%
-20.0%
Q3 2019$5,0000.0%1030.0%0.01%
+25.0%
Q2 2019$5,000
+25.0%
1030.0%0.00%
+33.3%
Q1 2019$4,0000.0%1030.0%0.00%0.0%
Q4 2018$4,0001030.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders