LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,300
-99.9%
149,732
-44.1%
0.82%
-45.8%
Q2 2023$6,137,317
+1.0%
268,005
+3.1%
1.52%
+20.9%
Q1 2023$6,079,043
-47.6%
260,019
-49.0%
1.25%
-59.5%
Q3 2022$11,603,000
+45.0%
509,821
+52.1%
3.09%
-4.7%
Q2 2022$8,000,000
-16.4%
335,166
-12.9%
3.24%
-6.1%
Q1 2022$9,575,000
+44.3%
384,704
+54.6%
3.46%
+1100.0%
Q4 2021$6,637,000
+6.7%
248,840
+6.1%
0.29%
-87.0%
Q3 2021$6,223,000
-19.8%
234,576
-19.6%
2.22%
-26.4%
Q2 2021$7,761,000
+14.4%
291,911
+16.7%
3.02%
-8.9%
Q1 2021$6,784,0000.0%250,1800.0%3.31%
-0.2%
Q4 2020$6,784,000
+12.2%
250,180
+15.7%
3.32%
-6.8%
Q3 2020$6,044,000
+20.8%
216,226
+21.0%
3.56%
+1.2%
Q2 2020$5,003,000
+3.8%
178,726
+5.0%
3.52%
-16.4%
Q1 2020$4,819,000
+20.9%
170,227
+10.8%
4.21%
+34.0%
Q4 2019$3,987,000
+65.9%
153,696
+68.3%
3.14%
+38.2%
Q3 2019$2,403,000
+29.8%
91,300
+27.3%
2.27%
+40.0%
Q2 2019$1,852,000
+93.1%
71,735
+88.8%
1.62%
+124.9%
Q1 2019$959,000
+184.6%
37,997
+177.6%
0.72%
+187.6%
Q4 2018$337,00013,6860.25%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders