AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,922
-58.0%
534
-60.0%
0.03%
-58.1%
Q2 2023$94,994
+0.1%
1,3340.0%0.06%
+1.6%
Q1 2023$94,901
-5.7%
1,3340.0%0.06%
-11.6%
Q4 2022$100,677
+11.9%
1,3340.0%0.07%
+6.2%
Q3 2022$90,000
-3.2%
1,3340.0%0.06%
+3.2%
Q2 2022$93,000
-17.7%
1,3340.0%0.06%
-7.4%
Q1 2022$113,000
-2.6%
1,3340.0%0.07%0.0%
Q4 2021$116,000
+5.5%
1,3340.0%0.07%
+3.0%
Q3 2021$110,000
+1.9%
1,3340.0%0.07%
+4.8%
Q2 2021$108,000
+8.0%
1,3340.0%0.06%
+1.6%
Q1 2021$100,000
+12.4%
1,3340.0%0.06%
+5.1%
Q4 2020$89,000
+17.1%
1,334
+100.0%
0.06%
+7.3%
Q3 2020$76,000
+4.1%
6670.0%0.06%0.0%
Q2 2020$73,000
+12.3%
6670.0%0.06%
-3.5%
Q1 2020$65,000
-29.3%
6670.0%0.06%
-10.9%
Q4 2019$92,000
+7.0%
6670.0%0.06%0.0%
Q3 2019$86,000
+2.4%
6670.0%0.06%
+1.6%
Q2 2019$84,000
+6.3%
6670.0%0.06%
+6.8%
Q1 2019$79,000
+11.3%
6670.0%0.06%0.0%
Q4 2018$71,000
-12.3%
6670.0%0.06%
-1.7%
Q3 2018$81,000
+3.8%
6670.0%0.06%
+1.7%
Q2 2018$78,0006670.06%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders