AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 131 filers reported holding ISHARES TR in Q1 2018. 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 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 Q1 2018
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders