LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$468
-100.0%
18,882
-50.8%
0.12%
-51.7%
Q2 2023$973,371
+1.4%
38,367
+1.0%
0.24%
+21.2%
Q1 2023$959,662
-54.1%
37,977
-56.6%
0.20%
-64.5%
Q3 2022$2,092,000
-28.6%
87,541
-26.6%
0.56%
-53.1%
Q2 2022$2,931,000
-21.9%
119,190
-12.0%
1.19%
-12.3%
Q1 2022$3,755,000
-6.2%
135,385
+1.3%
1.36%
+678.7%
Q4 2021$4,003,000
+41.8%
133,615
+42.5%
0.17%
-82.7%
Q3 2021$2,823,000
+2.5%
93,765
+1.9%
1.01%
-6.0%
Q2 2021$2,755,000
+129.0%
91,982
+124.2%
1.07%
+82.5%
Q1 2021$1,203,0000.0%41,0340.0%0.59%
-0.3%
Q4 2020$1,203,00041,0340.59%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 1,023,095$25,372,7568.09%
CONTINUUM WEALTH ADVISORS, LLC 249,596$6,189,9814.36%
KRAEMATON INVESTMENT ADVISORS, INC 134,509$3,335,8164.11%
Asset Allocation Strategies LLC 301,547$7,478,3743.45%
MATHER GROUP, LLC. 6,332,352$157,042,3312.79%
CONSULTIVA WEALTH MANAGEMENT, CORP. 3,951$97,9852.51%
HF Advisory Group, LLC 130,623$3,239,4602.40%
Angeles Investment Advisors, LLC 1,065,781$26,431,3692.07%
CAPITAL WEALTH MANAGEMENT, LLC 140,256$3,478,3491.91%
CLIENT 1ST ADVISORY GROUP, LLC 111,275$2,759,6201.46%
View complete list of ISHARES TR shareholders