LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 212 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders