LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,192
-99.9%
59,932
+3.7%
0.55%
-2.2%
Q2 2023$2,258,226
+8.0%
57,792
+3.1%
0.56%
+29.2%
Q1 2023$2,091,429
+131.9%
56,040
+100.2%
0.43%
+79.3%
Q3 2022$902,000
-36.2%
27,995
-32.6%
0.24%
-57.9%
Q2 2022$1,413,00041,5270.57%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders