LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$010.0%0.00%
Q2 2021$010.0%0.00%
Q4 2020$010.0%0.00%
Q3 2020$010.0%0.00%
Q2 2020$0
-100.0%
1
-99.9%
0.00%
-100.0%
Q1 2020$38,0000.0%7010.0%0.03%
+10.0%
Q4 2019$38,000
-44.1%
701
-42.4%
0.03%
-53.1%
Q3 2019$68,000
+78.9%
1,218
+74.0%
0.06%
+93.9%
Q2 2019$38,000
+2.7%
7000.0%0.03%
+17.9%
Q1 2019$37,000
+2.8%
7000.0%0.03%
+3.7%
Q4 2018$36,0007000.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders