AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 241 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders