AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 473 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$52,135
+2.2%
5000.0%0.04%
-2.7%
Q3 2022$51,000
-1.9%
5000.0%0.04%
+5.7%
Q2 2022$52,0000.0%5000.0%0.04%
+12.9%
Q1 2022$52,000
-3.7%
5000.0%0.03%0.0%
Q4 2021$54,0000.0%5000.0%0.03%
-3.1%
Q3 2021$54,0000.0%5000.0%0.03%0.0%
Q2 2021$54,0000.0%5000.0%0.03%
-3.0%
Q1 2021$54,0000.0%5000.0%0.03%
-8.3%
Q4 2020$54,0000.0%5000.0%0.04%
-7.7%
Q3 2020$54,0000.0%5000.0%0.04%
-4.9%
Q2 2020$54,000
+1.9%
5000.0%0.04%
-10.9%
Q1 2020$53,0000.0%5000.0%0.05%
+24.3%
Q4 2019$53,000
+165.0%
500
+170.3%
0.04%
+94.7%
Q1 2015$20,0000.0%1850.0%0.02%
-5.0%
Q4 2014$20,0001850.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders