LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 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$35,000
-2.8%
3640.0%0.01%
-14.3%
Q2 2021$36,000
+125.0%
364
+114.1%
0.01%
+75.0%
Q1 2021$16,0000.0%1700.0%0.01%0.0%
Q4 2020$16,0001700.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WFA Asset Management Corp 14,893$1,175,2440.77%
Bond & Devick Financial Network, Inc. 13,637$1,076,1250.77%
Evergreen Wealth Solutions, LLC 6,433$5080.67%
First Pacific Financial 15,078$1,189,7730.59%
Whelan Financial 11,521$909,1220.55%
BSW Wealth Partners 30,638$2,4180.52%
MISSION WEALTH MANAGEMENT, LP 136,822$10,796,5910.52%
FINANCIAL MANAGEMENT NETWORK INC 13,884$1,121,2570.50%
HARVEST GROUP WEALTH MANAGEMENT, LLC 9,342$737,1550.48%
REGATTA CAPITAL GROUP, LLC 15,026$1,185,6800.42%
View complete list of ISHARES TR shareholders