AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. 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$44,617
-0.9%
9030.0%0.03%0.0%
Q2 2023$45,042
-0.3%
9030.0%0.03%0.0%
Q1 2023$45,177
+6.1%
9030.0%0.03%0.0%
Q4 2022$42,585
+1.4%
903
-3.0%
0.03%
-3.3%
Q3 2022$42,000
-6.7%
9310.0%0.03%
-3.2%
Q2 2022$45,000
-10.0%
9310.0%0.03%
+3.3%
Q1 2022$50,000
-5.7%
9310.0%0.03%
-3.2%
Q4 2021$53,000
+1.9%
9310.0%0.03%0.0%
Q3 2021$52,0000.0%9310.0%0.03%
+3.3%
Q2 2021$52,000
+4.0%
9310.0%0.03%
-3.2%
Q1 2021$50,000
+2.0%
9310.0%0.03%
-6.1%
Q4 2020$49,000
+8.9%
9310.0%0.03%0.0%
Q3 2020$45,000
+4.7%
9310.0%0.03%
+3.1%
Q2 2020$43,000
+10.3%
9310.0%0.03%
-5.9%
Q1 2020$39,000
-13.3%
9310.0%0.03%
+9.7%
Q4 2019$45,000
+4.7%
9310.0%0.03%
-3.1%
Q3 2019$43,000
+2.4%
931
+1.9%
0.03%
+3.2%
Q2 2019$42,000
+35.5%
914
+30.8%
0.03%
+34.8%
Q1 2019$31,000
+6.9%
6990.0%0.02%
-4.2%
Q4 2018$29,000
-6.5%
699
+1.3%
0.02%
+4.3%
Q3 2018$31,0000.0%6900.0%0.02%0.0%
Q2 2018$31,0000.0%6900.0%0.02%
-8.0%
Q1 2018$31,0000.0%6900.0%0.02%
+4.2%
Q4 2017$31,0000.0%6900.0%0.02%
-4.0%
Q3 2017$31,000
+6.9%
6900.0%0.02%0.0%
Q1 2017$29,000
+3.6%
6900.0%0.02%
-3.8%
Q4 2016$28,000
-6.7%
690
-6.1%
0.03%
-10.3%
Q3 2016$30,000
-25.0%
735
-25.5%
0.03%
-27.5%
Q2 2016$40,000
-7.0%
987
-8.7%
0.04%
-7.0%
Q1 2016$43,000
-15.7%
1,081
-18.2%
0.04%
-15.7%
Q4 2015$51,000
+2.0%
1,3210.0%0.05%0.0%
Q3 2015$50,000
-15.3%
1,321
-9.0%
0.05%
-7.3%
Q2 2015$59,000
-49.6%
1,452
-49.2%
0.06%
-50.9%
Q1 2015$117,000
-2.5%
2,861
-4.7%
0.11%
-4.3%
Q4 2014$120,0003,0010.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders