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 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.

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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 Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 1,466,931$86,256,00055.63%
Tolleson Wealth Management, Inc. 1,110,531$65,299,00045.18%
Legacy Financial Advisors, Inc. 1,817,291$106,857,00036.20%
DOW CHEMICAL CO /DE/ 4,027,402$236,811,00035.76%
Personal Wealth Partners 838,599$51,881,00027.56%
Lee Financial Group Hawaii, Inc. 494,217$29,060,00027.05%
Financial Advisors, LLC 612,063$35,989,00024.58%
ARS Wealth Advisors, LLC 1,023,883$60,204,00019.23%
VisionPoint Advisory Group, LLC 1,160,256$68,223,00019.17%
Mascoma Wealth Management LLC 438,092$25,760,00017.28%
View complete list of ISHARES TR shareholders