LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$22,000
-4.3%
2100.0%0.01%
-11.1%
Q2 2021$23,000
+21.1%
2100.0%0.01%0.0%
Q1 2021$19,0000.0%2100.0%0.01%0.0%
Q4 2020$19,000
-5.0%
210
+62.8%
0.01%
-25.0%
Q3 2020$20,000
+17.6%
129
+22.9%
0.01%0.0%
Q2 2020$17,000
+13.3%
1050.0%0.01%
-7.7%
Q1 2020$15,000
-34.8%
1050.0%0.01%
-27.8%
Q4 2019$23,000
-4.2%
1050.0%0.02%
-21.7%
Q3 2019$24,000
+9.1%
1050.0%0.02%
+21.1%
Q2 2019$22,000
+10.0%
1050.0%0.02%
+26.7%
Q1 2019$20,000
+11.1%
1050.0%0.02%
+15.4%
Q4 2018$18,0001050.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders