AllSquare Wealth Management LLC - ISHARES TR ownership

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ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.

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Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,369
+1.2%
880.0%0.00%0.0%
Q2 2023$6,292
-1.7%
880.0%0.00%0.0%
Q1 2023$6,401
+7.0%
88
+6.0%
0.00%0.0%
Q4 2022$5,984
+19.7%
830.0%0.00%0.0%
Q3 2022$5,000
-16.7%
830.0%0.00%0.0%
Q2 2022$6,0000.0%830.0%0.00%0.0%
Q1 2022$6,000
-14.3%
830.0%0.00%0.0%
Q4 2021$7,000
+16.7%
830.0%0.00%0.0%
Q3 2021$6,0000.0%830.0%0.00%0.0%
Q2 2021$6,0000.0%830.0%0.00%0.0%
Q1 2021$6,0000.0%830.0%0.00%0.0%
Q4 2020$6,000
+20.0%
830.0%0.00%0.0%
Q3 2020$5,0000.0%830.0%0.00%0.0%
Q2 2020$5,000
+25.0%
830.0%0.00%
+33.3%
Q1 2020$4,000
-20.0%
830.0%0.00%0.0%
Q4 2019$5,0000.0%830.0%0.00%
-25.0%
Q3 2019$5,0000.0%830.0%0.00%0.0%
Q2 2019$5,0000.0%830.0%0.00%0.0%
Q1 2019$5,000
+25.0%
830.0%0.00%
+33.3%
Q4 2018$4,000
-20.0%
830.0%0.00%
-25.0%
Q3 2018$5,000–83–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders