AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 55 filers reported holding ISHARES TR in Q2 2015. 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 Q2 2015
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 228,439$8,734,5475.10%
Consilium Wealth Advisory, LLC 107,522$4,185,8272.93%
Weaver Consulting Group 161,323$6,280,3132.84%
Thrive Capital Management, LLC 111,268$4,331,6632.40%
Investment Advisory Group, LLC 115,649$4,502,2152.34%
Beacon Financial Advisory LLC 61,867$2,408,4781.33%
Paragon Advisors, LLC 72,916$2,8381.17%
Fort Henry Capital, LLC 24,368$948,6460.81%
Plan Group Financial, LLC 24,601$957,7170.69%
Godshalk Welsh Capital Management, Inc. 22,445$873,7660.66%
View complete list of ISHARES TR shareholders