LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$99,000
+98.0%
6890.0%0.04%
+84.2%
Q2 2021$50,000
+35.1%
689
+27.6%
0.02%
+5.6%
Q1 2021$37,0000.0%5400.0%0.02%0.0%
Q4 2020$37,000
+8.8%
540
-8.5%
0.02%
-10.0%
Q3 2020$34,000
+6.2%
5900.0%0.02%
-13.0%
Q2 2020$32,000
+77.8%
590
+92.8%
0.02%
+43.8%
Q2 2019$18,000
+5.9%
306
+1.7%
0.02%
+23.1%
Q1 2019$17,000
+13.3%
3010.0%0.01%
+18.2%
Q4 2018$15,0003010.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders