LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 65 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$33,000
-2.9%
261
+0.4%
0.01%
-7.7%
Q2 2021$34,000
-8.1%
260
-22.4%
0.01%
-27.8%
Q1 2021$37,0000.0%3350.0%0.02%0.0%
Q4 2020$37,000
+19.4%
335
+0.3%
0.02%0.0%
Q3 2020$31,000
+287.5%
334
+279.5%
0.02%
+200.0%
Q2 2020$8,000
-99.0%
88
-99.2%
0.01%
-99.2%
Q1 2020$839,000
+54.8%
11,698
+110.3%
0.73%
+71.7%
Q4 2019$542,0005,5630.43%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 32,612$2,870,0000.36%
Ifrah Financial Services, Inc. 4,303$379,0000.14%
Stratos Wealth Partners, LTD. 19,971$1,757,0000.08%
UNITED SERVICES AUTOMOBILE ASSOCIATION 325,000$28,597,0000.07%
FIFTH THIRD BANCORP 110,389$9,713,0000.06%
COURIER CAPITAL LLC 4,540$399,0000.05%
Proficio Capital Partners LLC 1,000$88,0000.03%
Cambridge Investment Research Advisors, Inc. 24,082$2,119,0000.02%
BB&T SECURITIES, LLC 20,713$1,822,0000.02%
MERCER GLOBAL ADVISORS INC /ADV 8,784$726,0000.02%
View complete list of ISHARES TR shareholders