LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 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$9,000
+12.5%
321
+4.9%
0.00%0.0%
Q2 2021$8,0003060.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 285,071$7,164,0005.33%
Long Run Wealth Advisors, LLC 109,325$2,744,0000.96%
Fingerlakes Wealth Management, Inc. 27,356$687,0000.80%
Level Financial Advisors 40,879$1,027,0000.79%
PECAUT & CO. 39,429$991,0000.48%
First Affirmative Financial Network 17,489$439,0000.42%
CWM, LLC 2,141,022$53,804,0000.38%
Bigelow Investment Advisors, LLC 27,372$688,0000.32%
One Wealth Advisors, LLC 51,851$1,303,0000.32%
KESTRA PRIVATE WEALTH SERVICES, LLC 240,739$6,050,0000.30%
View complete list of ISHARES TR shareholders