LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 and the average weighting 0.5%.

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 2020
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders