LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$7,0000.0%195
+2.6%
0.00%
-33.3%
Q2 2021$7,0001900.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 133,313$4,0873.22%
Sharkey, Howes & Javer 131,072$4,018,6680.92%
One Wealth Advisors, LLC 119,633$3,667,9480.84%
Walkner Condon Financial Advisors LLC 87,656$2,687,7100.80%
GenWealth Group, Inc. 76,579$2,347,9120.77%
Crew Capital Management, Ltd. 14,694$450,5180.65%
Horst & Graben Wealth Management LLC 69,913$2,144,0000.56%
F/M Investments LLC 14,694$450,5180.54%
Goodwin Investment Advisory 24,872$762,5730.54%
SPINNAKER TRUST 206,332$6,3260.49%
View complete list of ISHARES TR shareholders