LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 279 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$14,000
-6.7%
2590.0%0.01%
-16.7%
Q2 2021$15,000
+400.0%
259
+197.7%
0.01%
+200.0%
Q4 2018$3,000870.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Metis Global Partners, LLC 2,634,400$140,677,00016.88%
Consilium Wealth Advisory, LLC 236,931$12,652,0009.06%
Israel Discount Bank of New York 254,583$13,595,0008.92%
FIRST INTERSTATE BANK 1,085,932$57,989,0005.44%
Elm Partners Management LLC 720,585$38,479,0004.86%
WestEnd Advisors, LLC 2,893,832$154,530,659,0004.15%
Palisades Hudson Asset Management, L.P. 155,441$8,301,0003.88%
AIA Group Ltd 1,494,000$79,780,0003.48%
Blue Edge Capital, LLC 310,864$16,600,138,0003.33%
UBP Investment Advisors SA 74,553$6,210,0002.31%
View complete list of ISHARES TR shareholders