AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 54 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,492
-0.3%
1180.0%0.01%0.0%
Q2 2023$7,517
+0.2%
1180.0%0.01%0.0%
Q1 2023$7,504
+6.4%
1180.0%0.01%0.0%
Q4 2022$7,051
+0.7%
1180.0%0.01%0.0%
Q3 2022$7,0000.0%1180.0%0.01%0.0%
Q2 2022$7,000
-12.5%
1180.0%0.01%0.0%
Q1 2022$8,000
-11.1%
1180.0%0.01%0.0%
Q4 2021$9,000
+12.5%
1180.0%0.01%0.0%
Q3 2021$8,0000.0%1180.0%0.01%0.0%
Q2 2021$8,0000.0%1180.0%0.01%0.0%
Q1 2021$8,0000.0%1180.0%0.01%0.0%
Q4 2020$8,000
+14.3%
1180.0%0.01%0.0%
Q3 2020$7,000
+16.7%
1180.0%0.01%0.0%
Q2 2020$6,0000.0%1180.0%0.01%0.0%
Q1 2020$6,000
-14.3%
1180.0%0.01%0.0%
Q4 2019$7,000
+16.7%
1180.0%0.01%
+25.0%
Q3 2019$6,000
-14.3%
1180.0%0.00%
-20.0%
Q2 2019$7,000
+16.7%
1180.0%0.01%0.0%
Q1 2019$6,0000.0%1180.0%0.01%0.0%
Q4 2018$6,0000.0%1180.0%0.01%
+25.0%
Q3 2018$6,0000.0%1180.0%0.00%
-20.0%
Q2 2018$6,0000.0%1180.0%0.01%0.0%
Q1 2018$6,0000.0%1180.0%0.01%0.0%
Q4 2017$6,0000.0%1180.0%0.01%0.0%
Q3 2017$6,0000.0%1180.0%0.01%0.0%
Q1 2017$6,0000.0%1180.0%0.01%
-16.7%
Q4 2016$6,0000.0%1180.0%0.01%0.0%
Q3 2016$6,000
+20.0%
1180.0%0.01%
+20.0%
Q2 2016$5,0000.0%1180.0%0.01%0.0%
Q1 2016$5,0000.0%1180.0%0.01%0.0%
Q4 2015$5,0000.0%1180.0%0.01%0.0%
Q3 2015$5,000
-16.7%
1180.0%0.01%
-16.7%
Q2 2015$6,0000.0%1180.0%0.01%0.0%
Q1 2015$6,000
+20.0%
1180.0%0.01%
+20.0%
Q4 2014$5,0001180.01%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 174,861$9,553,0003.59%
MARINO, STRAM & ASSOCIATES LLC 58,009$3,169,0002.54%
Madrona Financial Services, LLC 57,599$3,147,0002.39%
PATTON ALBERTSON MILLER GROUP, LLC 73,527$3,691,0001.87%
Regal Investment Advisors LLC 133,751$7,307,0001.54%
NORTHWEST WEALTH MANAGEMENT, LLC 37,500$2,049,0001.53%
LBMC INVESTMENT ADVISORS, LLC 134,591$7,353,0001.17%
Shakespeare Wealth Management, LLC 23,498$1,284,0000.99%
Canal Capital Management, LLC 28,406$1,552,0000.88%
Archford Capital Strategies, LLC 37,592$2,054,0000.75%
View complete list of ISHARES TR shareholders