LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.7%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$448
-99.9%
4,934
-14.4%
0.11%
-16.4%
Q2 2023$540,898
-14.5%
5,767
-14.9%
0.13%
+2.3%
Q1 2023$632,894
-61.3%
6,774
-66.1%
0.13%
-70.0%
Q3 2022$1,635,000
-7.0%
19,976
+2.8%
0.44%
-38.8%
Q2 2022$1,758,000
-60.8%
19,428
-54.8%
0.71%
-55.9%
Q1 2022$4,482,000
-35.2%
42,969
-32.2%
1.62%
+439.3%
Q4 2021$6,916,000
+9.1%
63,354
+0.6%
0.30%
-86.7%
Q3 2021$6,340,000
+3.2%
62,953
+7.7%
2.26%
-5.3%
Q2 2021$6,141,000
+46.0%
58,460
+26.4%
2.39%
+16.3%
Q1 2021$4,206,0000.0%46,2680.0%2.05%
-0.2%
Q4 2020$4,206,000
+42.0%
46,268
+15.3%
2.06%
+17.9%
Q3 2020$2,961,000
+28.1%
40,134
+25.4%
1.74%
+7.3%
Q2 2020$2,312,00031,9931.63%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 251,963$22,858,04412.47%
Matson Money. Inc. 3,616,038$328,046,96711.86%
Summit Wealth Group, LLC 84,398$7,6576.83%
Wharton Business Group, LLC 1,206,737$109,4756.08%
SYNTAX RESEARCH, INC. 78,196$7,093,9355.74%
Kathmere Capital Management, LLC 384,175$34,852,3415.16%
CFO4Life Group, LLC 239,072$21,688,6195.01%
Gunma Bank,Ltd. 63,000$5,7154.16%
Wolf Group Capital Advisors 93,876$8,516,4414.03%
US FINANCIAL ADVISORS, LLC 96,505$8,754,9433.64%
View complete list of ISHARES TR shareholders