LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,0000.0%920.0%0.00%0.0%
Q2 2021$5,0000.0%92
+2.2%
0.00%0.0%
Q1 2021$5,0000.0%900.0%0.00%0.0%
Q4 2020$5,0000.0%90
+1.1%
0.00%
-33.3%
Q3 2020$5,0000.0%890.0%0.00%
-25.0%
Q2 2020$5,0000.0%890.0%0.00%0.0%
Q1 2020$5,0000.0%890.0%0.00%0.0%
Q4 2019$5,0000.0%890.0%0.00%
-20.0%
Q3 2019$5,0000.0%890.0%0.01%
+25.0%
Q2 2019$5,000
+25.0%
890.0%0.00%
+33.3%
Q1 2019$4,0000.0%890.0%0.00%0.0%
Q4 2018$4,000890.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Brook Financial Partners, LLC 21,011$1,134,3570.30%
Ifrah Financial Services, Inc. 8,574$462,8960.14%
Family Firm, Inc. 7,595$410,0300.12%
Strategic Investment Solutions, Inc. /IL 153,342$8,948,4100.11%
Slow Capital, Inc. 10,322$557,3050.10%
NTV ASSET MANAGEMENT LLC 4,700$253,7530.05%
Evanson Asset Management, LLC 6,520$352,0240.03%
ATTICUS WEALTH MANAGEMENT, LLC 1,000$53,9900.02%
Newbridge Financial Services Group, Inc. 750$40,4930.02%
Addison Advisors LLC 754$40,7090.02%
View complete list of ISHARES TR shareholders