LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

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 Q1 2022
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders