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 ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders