AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 304 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 27.80 and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,709
-3.2%
350.0%0.00%0.0%
Q2 2023$3,831
-4.9%
350.0%0.00%
-33.3%
Q1 2023$4,028
+2.9%
350.0%0.00%0.0%
Q4 2022$3,915
+30.5%
350.0%0.00%
+50.0%
Q3 2022$3,0000.0%350.0%0.00%0.0%
Q2 2022$3,000
-25.0%
350.0%0.00%0.0%
Q1 2022$4,0000.0%350.0%0.00%0.0%
Q4 2021$4,0000.0%350.0%0.00%0.0%
Q3 2021$4,0000.0%350.0%0.00%0.0%
Q2 2021$4,0000.0%350.0%0.00%0.0%
Q1 2021$4,000
-42.9%
35
-50.0%
0.00%
-60.0%
Q4 2020$7,000
+16.7%
70
+100.0%
0.01%
+25.0%
Q3 2020$6,0000.0%350.0%0.00%
-20.0%
Q2 2020$6,000
+20.0%
350.0%0.01%
+25.0%
Q1 2020$5,000
-37.5%
350.0%0.00%
-33.3%
Q4 2019$8,0000.0%350.0%0.01%0.0%
Q3 2019$8,000
+14.3%
350.0%0.01%
+20.0%
Q2 2019$7,0000.0%350.0%0.01%0.0%
Q1 2019$7,000
+16.7%
350.0%0.01%0.0%
Q4 2018$6,000
-25.0%
350.0%0.01%
-16.7%
Q3 2018$8,000
+14.3%
350.0%0.01%
+20.0%
Q2 2018$7,0000.0%350.0%0.01%
-16.7%
Q1 2018$7,0000.0%350.0%0.01%0.0%
Q4 2017$7,000
+16.7%
350.0%0.01%
+20.0%
Q3 2017$6,000
+20.0%
350.0%0.01%
+25.0%
Q1 2017$5,0000.0%350.0%0.00%
-20.0%
Q4 2016$5,000350.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders