AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 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 Q3 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders