LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$276,000
-27.2%
4,532
-21.4%
0.10%
+525.0%
Q4 2021$379,000
-3.1%
5,769
-7.4%
0.02%
-88.5%
Q3 2021$391,000
-37.1%
6,227
+255.0%
0.14%
-42.6%
Q2 2021$622,000
-68.6%
1,754
-70.3%
0.24%
-75.0%
Q1 2021$1,980,0000.0%5,9110.0%0.97%
-0.2%
Q4 2020$1,980,000
-9.7%
5,911
-19.3%
0.97%
-25.1%
Q3 2020$2,193,000
+35.7%
7,321
+20.0%
1.29%
+13.7%
Q2 2020$1,616,0006,1021.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders