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 ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders