AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders