AllSquare Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 330 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$649
+0.5%
130.0%0.00%
Q2 2023$646
+0.2%
130.0%0.00%
Q1 2023$645
+0.6%
130.0%0.00%
Q4 2022$641
-35.9%
130.0%0.00%
-100.0%
Q3 2022$1,0000.0%130.0%0.00%0.0%
Q2 2022$1,0000.0%130.0%0.00%0.0%
Q1 2022$1,0000.0%130.0%0.00%0.0%
Q4 2021$1,0000.0%130.0%0.00%0.0%
Q3 2021$1,0000.0%130.0%0.00%0.0%
Q2 2021$1,0000.0%130.0%0.00%0.0%
Q1 2021$1,0000.0%130.0%0.00%0.0%
Q4 2020$1,0000.0%130.0%0.00%0.0%
Q3 2020$1,0000.0%130.0%0.00%0.0%
Q2 2020$1,0000.0%130.0%0.00%0.0%
Q1 2020$1,0000.0%130.0%0.00%0.0%
Q4 2019$1,0000.0%130.0%0.00%0.0%
Q3 2019$1,0000.0%130.0%0.00%0.0%
Q2 2019$1,0000.0%130.0%0.00%0.0%
Q1 2019$1,0000.0%130.0%0.00%0.0%
Q4 2018$1,0000.0%130.0%0.00%0.0%
Q3 2018$1,0000.0%130.0%0.00%0.0%
Q2 2018$1,0000.0%130.0%0.00%0.0%
Q1 2018$1,0000.0%130.0%0.00%0.0%
Q4 2017$1,0000.0%130.0%0.00%0.0%
Q3 2017$1,0000.0%130.0%0.00%0.0%
Q1 2017$1,0000.0%130.0%0.00%0.0%
Q4 2016$1,000130.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders