AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Allen Capital Group, LLC 39,579$2,364,8562.34%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders