AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 397 filers reported holding ISHARES TR in Q4 2021. 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
Q3 2023$376,879
-3.8%
8,017
-1.1%
0.25%
-3.5%
Q2 2023$391,763
+7.8%
8,106
+8.8%
0.26%
+8.5%
Q1 2023$363,483
+6.4%
7,453
-0.7%
0.24%
+0.4%
Q4 2022$341,614
+13.1%
7,508
-0.7%
0.23%
+7.3%
Q3 2022$302,000
-12.0%
7,558
-0.9%
0.22%
-6.4%
Q2 2022$343,000
-15.5%
7,628
-1.7%
0.23%
-4.5%
Q1 2022$406,000
-26.7%
7,762
-22.2%
0.24%
-24.5%
Q4 2021$554,000
+0.2%
9,9720.0%0.32%
-2.1%
Q3 2021$553,000
-2.3%
9,972
+1.2%
0.33%0.0%
Q2 2021$566,000
+14.3%
9,850
+9.7%
0.33%
+7.8%
Q1 2021$495,000
+2.5%
8,978
-1.5%
0.31%
-5.3%
Q4 2020$483,000
-5.1%
9,115
-17.6%
0.32%
-12.7%
Q3 2020$509,000
-0.2%
11,057
-6.3%
0.37%
-3.6%
Q2 2020$510,000
+14.9%
11,7980.0%0.38%
-0.5%
Q1 2020$444,000
-23.6%
11,798
-0.2%
0.39%
-4.7%
Q4 2019$581,000
-23.9%
11,823
-28.7%
0.40%
-28.3%
Q3 2019$763,000
-4.0%
16,571
-2.5%
0.56%
-4.7%
Q2 2019$795,000
-9.4%
16,995
-10.3%
0.59%
-10.0%
Q1 2019$877,000
+9.9%
18,949
-0.3%
0.66%
-0.2%
Q4 2018$798,000
-14.6%
19,014
-2.9%
0.66%
-5.2%
Q3 2018$934,000
+15.9%
19,584
+14.8%
0.70%
+14.3%
Q2 2018$806,000
+12.7%
17,061
+18.5%
0.61%
+7.4%
Q1 2018$715,000
+16.8%
14,396
+17.6%
0.57%
+17.4%
Q4 2017$612,000
+17.5%
12,245
+13.7%
0.48%
+13.1%
Q3 2017$521,000
+84.8%
10,766
+66.7%
0.43%
+72.9%
Q1 2017$282,000
+52.4%
6,458
+40.5%
0.25%
+45.3%
Q4 2016$185,000
+2212.5%
4,598
+2187.6%
0.17%
+2025.0%
Q3 2016$8,0002010.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders