AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 91 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$198,834
+1.4%
2,2100.0%0.13%
+2.4%
Q2 2023$196,027
+1.1%
2,2100.0%0.13%
+0.8%
Q1 2023$193,972
+6.6%
2,2100.0%0.13%
+0.8%
Q4 2022$181,927
+8.3%
2,2100.0%0.12%
+3.3%
Q3 2022$168,000
-5.6%
2,2100.0%0.12%0.0%
Q2 2022$178,000
-9.6%
2,210
+8.9%
0.12%
+2.5%
Q1 2022$197,000
-8.8%
2,0300.0%0.12%
-6.3%
Q4 2021$216,000
+10.8%
2,0300.0%0.13%
+7.7%
Q3 2021$195,000
+0.5%
2,0300.0%0.12%
+3.5%
Q2 2021$194,000
+9.0%
2,0300.0%0.11%
+2.7%
Q1 2021$178,000
+6.6%
2,0300.0%0.11%
-1.8%
Q4 2020$167,000
+12.1%
2,030
+100.0%
0.11%
+3.7%
Q3 2020$149,000
+3.5%
1,015
-5.6%
0.11%0.0%
Q2 2020$144,000
+28.6%
1,075
+5.1%
0.11%
+11.3%
Q1 2020$112,000
-18.2%
1,0230.0%0.10%
+1.0%
Q4 2019$137,000
+3.0%
1,023
-5.1%
0.10%
-2.0%
Q3 2019$133,000
+1.5%
1,0780.0%0.10%0.0%
Q2 2019$131,000
+3.1%
1,0780.0%0.10%
+3.2%
Q1 2019$127,000
+14.4%
1,0780.0%0.10%
+3.3%
Q4 2018$111,000
-28.4%
1,078
-16.8%
0.09%
-20.7%
Q3 2018$155,000
+14.0%
1,296
+7.2%
0.12%
+12.6%
Q2 2018$136,000
+1.5%
1,2090.0%0.10%
-2.8%
Q1 2018$134,0000.0%1,2090.0%0.11%0.0%
Q4 2017$134,000
+6.3%
1,2090.0%0.11%
+2.9%
Q3 2017$126,000
+5.9%
1,2090.0%0.10%
-1.0%
Q1 2017$119,000
+7.2%
1,2090.0%0.10%
+2.0%
Q4 2016$111,000
+0.9%
1,2090.0%0.10%
-3.8%
Q3 2016$110,000
+4.8%
1,2090.0%0.11%
+1.0%
Q2 2016$105,000
+1.9%
1,2090.0%0.10%
+2.9%
Q1 2016$103,000
+2.0%
1,2090.0%0.10%0.0%
Q4 2015$101,000
+6.3%
1,2090.0%0.10%
+5.2%
Q3 2015$95,000
-7.8%
1,2090.0%0.10%
+1.0%
Q2 2015$103,000
-12.0%
1,209
-11.4%
0.10%
-14.3%
Q1 2015$117,000
-27.3%
1,365
-26.8%
0.11%
-28.7%
Q4 2014$161,0001,8650.16%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders