AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,039
-2.4%
1340.0%0.01%0.0%
Q2 2023$8,237
-0.8%
1340.0%0.01%0.0%
Q1 2023$8,301
+7.0%
1340.0%0.01%0.0%
Q4 2022$7,756
+10.8%
1340.0%0.01%0.0%
Q3 2022$7,000
-12.5%
1340.0%0.01%0.0%
Q2 2022$8,000
-11.1%
1340.0%0.01%0.0%
Q1 2022$9,000
-50.0%
134
-48.3%
0.01%
-50.0%
Q4 2021$18,0000.0%2590.0%0.01%
-9.1%
Q3 2021$18,000
-5.3%
2590.0%0.01%0.0%
Q2 2021$19,000
+5.6%
2590.0%0.01%0.0%
Q1 2021$18,000
+5.9%
2590.0%0.01%0.0%
Q4 2020$17,000
+13.3%
2590.0%0.01%0.0%
Q3 2020$15,000
+7.1%
2590.0%0.01%0.0%
Q2 2020$14,000
+16.7%
2590.0%0.01%
+10.0%
Q1 2020$12,000
-25.0%
2590.0%0.01%
-9.1%
Q4 2019$16,000
+6.7%
2590.0%0.01%0.0%
Q3 2019$15,0000.0%2590.0%0.01%0.0%
Q2 2019$15,0000.0%2590.0%0.01%0.0%
Q1 2019$15,000
+7.1%
2590.0%0.01%
-8.3%
Q4 2018$14,000
-12.5%
2590.0%0.01%0.0%
Q3 2018$16,0000.0%2590.0%0.01%0.0%
Q2 2018$16,0000.0%2590.0%0.01%
-7.7%
Q1 2018$16,0000.0%2590.0%0.01%0.0%
Q4 2017$16,0000.0%2590.0%0.01%0.0%
Q3 2017$16,0002590.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders