LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$85,000
-1.2%
1,416
+0.3%
0.03%
-9.1%
Q2 2021$86,000
-6.5%
1,412
-6.9%
0.03%
-26.7%
Q1 2021$92,0000.0%1,5160.0%0.04%0.0%
Q4 2020$92,000
+2.2%
1,516
+2.8%
0.04%
-15.1%
Q3 2020$90,000
+38.5%
1,475
+37.9%
0.05%
+15.2%
Q2 2020$65,0001,0700.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders