AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 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$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 Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders