LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 13,794$1,092,3760.70%
WFA Asset Management Corp 13,383$1,059,8160.65%
Evergreen Wealth Solutions, LLC 6,053$4790.55%
MISSION WEALTH MANAGEMENT, LP 137,285$10,871,6050.46%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,812$697,7830.43%
Whelan Financial 9,740$771,3110.43%
REGATTA CAPITAL GROUP, LLC 15,026$1,185,6830.42%
FINANCIAL MANAGEMENT NETWORK INC 12,059$952,7670.38%
Tolleson Wealth Management, Inc. 18,367$1,4540.38%
Berkshire Bank 14,650$1,160,1330.34%
View complete list of ISHARES TR shareholders