AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 313 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,756
-7.9%
6960.0%0.02%
-8.3%
Q2 2023$36,665
-2.4%
6960.0%0.02%0.0%
Q1 2023$37,570
+2.7%
6960.0%0.02%
-4.0%
Q4 2022$36,589
+10.9%
6960.0%0.02%
+4.2%
Q3 2022$33,000
-5.7%
6960.0%0.02%0.0%
Q2 2022$35,000
-16.7%
6960.0%0.02%
-4.0%
Q1 2022$42,000
-8.7%
6960.0%0.02%
-7.4%
Q4 2021$46,000
+4.5%
6960.0%0.03%
+3.8%
Q3 2021$44,000
+4.8%
696
+500.0%
0.03%
+4.0%
Q2 2021$42,000
+10.5%
1160.0%0.02%
+8.7%
Q1 2021$38,0000.0%1160.0%0.02%
-8.0%
Q4 2020$38,000
+8.6%
1160.0%0.02%0.0%
Q3 2020$35,000
+12.9%
1160.0%0.02%
+8.7%
Q2 2020$31,000
+47.6%
116
+22.1%
0.02%
+27.8%
Q1 2020$21,000
-16.0%
950.0%0.02%
+5.9%
Q4 2019$25,000
+8.7%
950.0%0.02%0.0%
Q3 2019$23,0000.0%950.0%0.02%0.0%
Q2 2019$23,000
+4.5%
950.0%0.02%0.0%
Q1 2019$22,000
+120.0%
95
+82.7%
0.02%
+112.5%
Q4 2018$10,000
-16.7%
520.0%0.01%
-11.1%
Q3 2018$12,000
+20.0%
520.0%0.01%
+12.5%
Q2 2018$10,0000.0%520.0%0.01%0.0%
Q1 2018$10,000
+11.1%
520.0%0.01%
+14.3%
Q4 2017$9,0000.0%520.0%0.01%0.0%
Q3 2017$9,000
+12.5%
520.0%0.01%0.0%
Q1 2017$8,000
+14.3%
520.0%0.01%
+16.7%
Q4 2016$7,000
-12.5%
520.0%0.01%
-25.0%
Q3 2016$8,000
+14.3%
520.0%0.01%
+14.3%
Q2 2016$7,000
+16.7%
520.0%0.01%
+16.7%
Q1 2016$6,0000.0%520.0%0.01%0.0%
Q4 2015$6,0000.0%520.0%0.01%0.0%
Q3 2015$6,0000.0%520.0%0.01%0.0%
Q2 2015$6,0000.0%520.0%0.01%0.0%
Q1 2015$6,0000.0%520.0%0.01%0.0%
Q4 2014$6,000520.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders