AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 212 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,680
-6.3%
850.0%0.00%
-33.3%
Q2 2023$3,929
-3.1%
850.0%0.00%0.0%
Q1 2023$4,055
+4.1%
850.0%0.00%0.0%
Q4 2022$3,896
-2.6%
850.0%0.00%0.0%
Q3 2022$4,0000.0%850.0%0.00%0.0%
Q2 2022$4,0000.0%850.0%0.00%
+50.0%
Q1 2022$4,0000.0%850.0%0.00%0.0%
Q4 2021$4,0000.0%850.0%0.00%0.0%
Q3 2021$4,0000.0%850.0%0.00%0.0%
Q2 2021$4,0000.0%850.0%0.00%0.0%
Q1 2021$4,0000.0%850.0%0.00%
-33.3%
Q4 2020$4,000
+33.3%
850.0%0.00%
+50.0%
Q3 2020$3,0000.0%850.0%0.00%0.0%
Q2 2020$3,0000.0%850.0%0.00%
-33.3%
Q1 2020$3,000
-25.0%
850.0%0.00%0.0%
Q4 2019$4,0000.0%850.0%0.00%0.0%
Q3 2019$4,0000.0%850.0%0.00%0.0%
Q2 2019$4,0000.0%850.0%0.00%0.0%
Q1 2019$4,000
+33.3%
850.0%0.00%
+50.0%
Q4 2018$3,000
-25.0%
850.0%0.00%
-33.3%
Q3 2018$4,0000.0%850.0%0.00%0.0%
Q2 2018$4,0000.0%850.0%0.00%0.0%
Q1 2018$4,0000.0%850.0%0.00%0.0%
Q4 2017$4,0000.0%850.0%0.00%0.0%
Q3 2017$4,0000.0%850.0%0.00%
-25.0%
Q1 2017$4,000
+33.3%
850.0%0.00%
+33.3%
Q4 2016$3,000
-25.0%
850.0%0.00%
-25.0%
Q3 2016$4,000
+33.3%
850.0%0.00%
+33.3%
Q2 2016$3,0000.0%850.0%0.00%0.0%
Q1 2016$3,0000.0%850.0%0.00%0.0%
Q4 2015$3,0000.0%850.0%0.00%0.0%
Q3 2015$3,0000.0%850.0%0.00%0.0%
Q2 2015$3,000
-25.0%
850.0%0.00%
-25.0%
Q1 2015$4,0000.0%850.0%0.00%0.0%
Q4 2014$4,000850.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders