LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 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 Q4 2021
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders