AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDC and the CUSIP is 46432FBC0. A total of 7 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$15,0000.0%5750.0%0.01%
-9.1%
Q3 2019$15,0000.0%5750.0%0.01%0.0%
Q2 2019$15,0000.0%5750.0%0.01%0.0%
Q1 2019$15,0000.0%5750.0%0.01%
-8.3%
Q4 2018$15,0005750.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 222,475$5,764,0001.69%
Tillar-Wenstrup Advisors, LLC 88,772$2,300,0001.34%
KHP Capital, LLC 39,222$1,016,000,0000.70%
Hugh Johnson Advisors LLC 52,019$1,348,0000.40%
RITHOLTZ WEALTH MANAGEMENT 29,751$771,0000.22%
Wealthstar Advisors, LLC 10,148$263,0000.08%
IHT Wealth Management, LLC 9,656$250,0000.07%
Mariner, LLC 38,427$996,0000.04%
SEIZERT CAPITAL PARTNERS, LLC 31,472$815,0000.03%
Private Advisor Group, LLC 24,303$630,0000.02%
View complete list of ISHARES TR shareholders