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 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders