LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$109,0000.0%1,519
+0.7%
0.04%
-7.1%
Q2 2021$109,0001,5080.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hilltop Partners LLC 229,372$10,837,8064.56%
Peak Financial Management, Inc. 173,938$8,218,5802.99%
Verde Capital Management 132,387$6,255,2912.43%
Independent Wealth Network Inc. 67,184$3,174,4211.95%
Safeguard Investment Advisory Group, LLC 88,721$4,192,3431.82%
Rooted Wealth Advisors, Inc. 53,714$2,5861.59%
Centennial Wealth Advisory LLC 47,394$2,239,3811.20%
Optas, LLC 59,748$2,823,1880.94%
Kingdom Financial Group LLC. 15,426$728,8580.69%
Beacon Bridge Wealth Partners, LLC 25,557$1,207,5680.64%
View complete list of ISHARES TR shareholders