LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,0000.0%210
+9.4%
0.00%0.0%
Q2 2021$5,0001920.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 665,639$15,822,2347.05%
Francis Financial, Inc. 473,616$11,257,8505.87%
LFA - Lugano Financial Advisors SA 162,090$3,852,8793.30%
Milestone Investment Advisors LLC 371,670$8,834,6012.51%
Private Ocean, LLC 766,136$18,211,0522.31%
Integris Wealth Management, LLC 251,959$5,989,0671.96%
Summit Wealth Group, LLC 85,794$2,0391.82%
Better Money Decisions, LLC 82,955$1,971,8431.74%
IMPACTfolio, LLC 95,659$2,273,8141.64%
Arlington Financial Advisors, LLC 125,721$2,988,3881.06%
View complete list of ISHARES TR shareholders