AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 56 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,000
-20.0%
1220.0%0.00%0.0%
Q2 2022$5,0000.0%1220.0%0.00%0.0%
Q1 2022$5,000
-16.7%
1220.0%0.00%0.0%
Q4 2021$6,000
+20.0%
1220.0%0.00%0.0%
Q3 2021$5,0000.0%1220.0%0.00%0.0%
Q2 2021$5,0000.0%1220.0%0.00%0.0%
Q1 2021$5,0000.0%1220.0%0.00%0.0%
Q4 2020$5,0000.0%1220.0%0.00%
-25.0%
Q3 2020$5,0000.0%1220.0%0.00%0.0%
Q2 2020$5,000
+25.0%
1220.0%0.00%
+33.3%
Q1 2020$4,000
-20.0%
1220.0%0.00%0.0%
Q4 2019$5,0000.0%1220.0%0.00%
-25.0%
Q3 2019$5,0000.0%1220.0%0.00%0.0%
Q2 2019$5,0000.0%1220.0%0.00%0.0%
Q1 2019$5,000
+25.0%
1220.0%0.00%
+33.3%
Q4 2018$4,000
-20.0%
1220.0%0.00%
-25.0%
Q3 2018$5,0000.0%1220.0%0.00%0.0%
Q2 2018$5,0000.0%1220.0%0.00%0.0%
Q1 2018$5,0000.0%1220.0%0.00%0.0%
Q4 2017$5,0000.0%1220.0%0.00%0.0%
Q3 2017$5,000
+25.0%
1220.0%0.00%0.0%
Q1 2017$4,0000.0%1220.0%0.00%0.0%
Q4 2016$4,0000.0%1220.0%0.00%0.0%
Q3 2016$4,0000.0%1220.0%0.00%0.0%
Q2 2016$4,000
-50.0%
122
-46.0%
0.00%
-50.0%
Q1 2016$8,0000.0%2260.0%0.01%0.0%
Q4 2015$8,0000.0%2260.0%0.01%0.0%
Q3 2015$8,0000.0%2260.0%0.01%
+14.3%
Q2 2015$8,000
-27.3%
226
-27.6%
0.01%
-36.4%
Q1 2015$11,0000.0%3120.0%0.01%0.0%
Q4 2014$11,0003120.01%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders