AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 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 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 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders