AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 164 filers reported holding ISHARES TR in Q1 2020. 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$12,018
-3.6%
2500.0%0.01%0.0%
Q2 2023$12,468
-1.6%
2500.0%0.01%0.0%
Q1 2023$12,665
+3.2%
2500.0%0.01%0.0%
Q4 2022$12,278
+2.3%
2500.0%0.01%
-11.1%
Q3 2022$12,000
-7.7%
2500.0%0.01%0.0%
Q2 2022$13,000
-7.1%
2500.0%0.01%
+12.5%
Q1 2022$14,000
-6.7%
2500.0%0.01%
-11.1%
Q4 2021$15,0000.0%2500.0%0.01%0.0%
Q3 2021$15,0000.0%2500.0%0.01%0.0%
Q2 2021$15,0000.0%2500.0%0.01%0.0%
Q1 2021$15,0000.0%2500.0%0.01%
-10.0%
Q4 2020$15,0000.0%2500.0%0.01%
-9.1%
Q3 2020$15,0000.0%2500.0%0.01%0.0%
Q2 2020$15,000
+7.1%
2500.0%0.01%
-8.3%
Q1 2020$14,000
-6.7%
2500.0%0.01%
+20.0%
Q4 2019$15,0000.0%2500.0%0.01%
-9.1%
Q3 2019$15,000
+7.1%
2500.0%0.01%
+10.0%
Q2 2019$14,0000.0%2500.0%0.01%
-9.1%
Q1 2019$14,000
+7.7%
2500.0%0.01%0.0%
Q4 2018$13,0000.0%2500.0%0.01%
+10.0%
Q3 2018$13,0000.0%250
+100.0%
0.01%0.0%
Q2 2018$13,000
-7.1%
1250.0%0.01%
-9.1%
Q1 2018$14,0000.0%1250.0%0.01%0.0%
Q4 2017$14,0000.0%1250.0%0.01%0.0%
Q3 2017$14,0001250.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders