LIBERTY WEALTH MANAGEMENT LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2021$108,0000.0%2,152
+0.2%
0.04%
-7.1%
Q2 2021$108,000
-9.2%
2,148
-9.7%
0.04%
-27.6%
Q1 2021$119,0000.0%2,3790.0%0.06%0.0%
Q4 2020$119,000
-90.0%
2,379
-90.0%
0.06%
-91.7%
Q3 2020$1,191,000
+15.9%
23,777
+15.7%
0.70%
-2.9%
Q2 2020$1,028,000
-35.9%
20,559
-37.0%
0.72%
-48.4%
Q1 2020$1,603,000
+27.6%
32,641
+30.6%
1.40%
+41.4%
Q4 2019$1,256,000
-15.9%
24,995
-15.8%
0.99%
-30.0%
Q3 2019$1,494,000
+13.8%
29,687
+13.8%
1.41%
+22.8%
Q2 2019$1,313,000
-11.3%
26,080
-11.6%
1.15%
+3.2%
Q1 2019$1,481,000
+5.3%
29,490
+4.5%
1.12%
+6.4%
Q4 2018$1,406,00028,2181.05%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders