LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,776,000
+2.4%
29,342
+17.6%
0.64%
+754.7%
Q4 2021$1,734,000
+12.0%
24,946
+11.6%
0.08%
-86.4%
Q3 2021$1,548,000
-37.6%
22,346
-36.7%
0.55%
-42.7%
Q2 2021$2,480,000
+174.0%
35,323
+177.0%
0.96%
+118.1%
Q1 2021$905,0000.0%12,7530.0%0.44%
-0.2%
Q4 2020$905,000
+6364.3%
12,753
+5644.6%
0.44%
+3591.7%
Q1 2020$14,0002220.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$38,410,00021.95%
Allianz Investment Management U.S. LLC 1,470,000$78,278,0006.90%
NYL Investors LLC 580,600$30,952,0003.64%
PROTECTIVE LIFE CORP 85,000$4,531,0003.44%
AGILIS PARTNERS LLC 95,444$5,088,0003.15%
Carolina Wealth Advisors, LLC 74,167$3,954,0002.61%
PRUDENTIAL PLC 2,026,965$108,058,0001.96%
Dai-ichi Life Insurance Company, Ltd 1,307,100$69,682,0001.55%
Copperleaf Capital, LLC 26,464$1,411,0001.43%
ShoreHaven Wealth Partners, LLC 24,175$1,288,0000.92%
View complete list of ISHARES TR shareholders