AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 259 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$158,9900.0%1,7820.0%0.10%
+1.0%
Q2 2023$158,990
-4.7%
1,7820.0%0.10%
-4.6%
Q1 2023$166,777
+2.5%
1,7820.0%0.11%
-3.6%
Q4 2022$162,714
+10.7%
1,7820.0%0.11%
+5.7%
Q3 2022$147,000
+2.1%
1,782
+10.5%
0.11%
+8.2%
Q2 2022$144,000
-12.7%
1,6120.0%0.10%
-1.0%
Q1 2022$165,000
-1.8%
1,6120.0%0.10%
+1.0%
Q4 2021$168,000
+3.7%
1,6120.0%0.10%
+1.0%
Q3 2021$162,000
-4.7%
1,6120.0%0.10%
-2.0%
Q2 2021$170,000
+4.9%
1,6120.0%0.10%
-1.0%
Q1 2021$162,000
+23.7%
1,6120.0%0.10%
+13.6%
Q4 2020$131,000
+32.3%
1,612
+100.0%
0.09%
+22.2%
Q3 2020$99,000
+2.1%
8060.0%0.07%
-1.4%
Q2 2020$97,000
+438.9%
806
+571.7%
0.07%
+421.4%
Q1 2018$18,0000.0%1200.0%0.01%0.0%
Q4 2017$18,0000.0%1200.0%0.01%
-6.7%
Q3 2017$18,000
+5.9%
1200.0%0.02%0.0%
Q1 2017$17,0000.0%1200.0%0.02%
-6.2%
Q4 2016$17,000
+13.3%
1200.0%0.02%
+14.3%
Q3 2016$15,000
+7.1%
1200.0%0.01%0.0%
Q2 2016$14,0000.0%1200.0%0.01%0.0%
Q1 2016$14,000
+7.7%
1200.0%0.01%
+7.7%
Q4 2015$13,0000.0%1200.0%0.01%0.0%
Q3 2015$13,000
-7.1%
1200.0%0.01%0.0%
Q2 2015$14,0000.0%1200.0%0.01%0.0%
Q1 2015$14,0000.0%1200.0%0.01%
-7.1%
Q4 2014$14,0001200.01%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders