AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders