AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 358 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.77 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 Q1 2020
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders