AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 156 filers reported holding ISHARES TR in Q3 2019. 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 Q3 2019
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 84,131$5,800,0004.16%
Sweet Financial Partners, LLC 173,692$11,974,0003.21%
Fort Henry Capital, LLC 49,861$3,437,0002.97%
NORTHWEST WEALTH MANAGEMENT, LLC 87,063$6,002,0002.94%
Archvest Wealth Advisors, Inc. 30,980$2,136,0001.93%
Syverson Strege & Co 21,589$1,488,0001.62%
Weaver Consulting Group 40,258$2,775,0001.35%
PATTON ALBERTSON MILLER GROUP, LLC 112,235$7,737,0001.33%
Legacy Financial Group LLC 46,513$3,207,0000.94%
LBMC INVESTMENT ADVISORS, LLC 149,030$10,274,0000.91%
View complete list of ISHARES TR shareholders