AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$327,306
-3.5%
6,4140.0%0.21%
-3.6%
Q2 2023$339,301
-1.1%
6,4140.0%0.22%
-0.5%
Q1 2023$343,213
-2.6%
6,414
-4.6%
0.22%
-8.3%
Q4 2022$352,338
+3.6%
6,7240.0%0.24%
-1.6%
Q3 2022$340,000
-18.7%
6,724
-15.3%
0.25%
-13.4%
Q2 2022$418,000
-24.1%
7,941
-21.4%
0.28%
-14.2%
Q1 2022$551,000
-6.0%
10,1050.0%0.33%
-2.9%
Q4 2021$586,000
-14.2%
10,105
-14.4%
0.34%
-16.4%
Q3 2021$683,000
-0.6%
11,802
+0.4%
0.41%
+1.7%
Q2 2021$687,000
+9.4%
11,754
+7.9%
0.40%
+3.4%
Q1 2021$628,000
-0.5%
10,892
+0.6%
0.39%
-7.8%
Q4 2020$631,000
+1.4%
10,8310.0%0.42%
-6.9%
Q3 2020$622,000
-4.3%
10,831
-4.1%
0.45%
-7.8%
Q2 2020$650,000
-3.6%
11,289
-5.4%
0.49%
-16.4%
Q1 2020$674,000
-1.7%
11,934
-0.7%
0.59%
+22.3%
Q4 2019$686,000
+0.6%
12,019
+0.8%
0.48%
-5.1%
Q3 2019$682,000
-1.2%
11,927
-1.8%
0.50%
-1.8%
Q2 2019$690,000
-0.4%
12,142
-2.2%
0.51%
-1.3%
Q1 2019$693,000
-8.8%
12,412
-10.6%
0.52%
-17.0%
Q4 2018$760,000
+8.0%
13,877
+7.2%
0.63%
+19.6%
Q3 2018$704,000
-0.1%
12,946
+0.6%
0.52%
-1.5%
Q2 2018$705,000
+4.1%
12,871
+4.1%
0.53%
-0.7%
Q1 2018$677,000
+9.0%
12,362
+11.1%
0.54%
+9.6%
Q4 2017$621,000
-0.3%
11,127
+100.0%
0.49%
-4.1%
Q3 2017$623,000
+2.5%
5,564
+0.9%
0.51%
-4.1%
Q1 2017$608,000
-0.7%
5,515
-1.8%
0.53%
-5.2%
Q4 2016$612,000
-0.8%
5,617
+3.8%
0.56%
-5.4%
Q3 2016$617,000
-18.7%
5,413
-17.8%
0.59%
-21.4%
Q2 2016$759,000
-3.4%
6,584
-5.4%
0.76%
-3.0%
Q1 2016$786,000
-13.1%
6,961
-13.9%
0.78%
-14.5%
Q4 2015$905,000
-4.3%
8,083
-5.3%
0.91%
-6.1%
Q3 2015$946,000
-2.6%
8,535
-3.6%
0.97%
+7.1%
Q2 2015$971,000
-35.4%
8,855
-33.9%
0.91%
-36.9%
Q1 2015$1,503,000
+0.6%
13,391
-0.1%
1.44%
-1.6%
Q4 2014$1,494,00013,4051.46%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 7,265$3,932,0002.77%
Bouchey Financial Group Ltd 101,549$5,834,0001.13%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,234,0000.93%
ARROW FINANCIAL CORP 75,820$4,355,0000.92%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,325$995,0000.56%
Bell Rock Capital LLC 7,481$430,0000.52%
AllSquare Wealth Management LLC 10,831$622,0000.45%
Israel Discount Bank of New York 7,225$415,0000.27%
W.G. Shaheen & Associates DBA Whitney & Co 20,579$1,182,0000.22%
Eagle Ridge Investment Management 27,343$1,571,0000.22%
View complete list of ISHARES TR shareholders