AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 79 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,212
-0.9%
3,0800.0%0.05%0.0%
Q2 2023$73,858
-0.3%
3,0800.0%0.05%0.0%
Q1 2023$74,105
+1.2%
3,0800.0%0.05%
-4.0%
Q4 2022$73,212
+1.7%
3,0800.0%0.05%
-3.8%
Q3 2022$72,000
-2.7%
3,0800.0%0.05%
+4.0%
Q2 2022$74,000
-2.6%
3,0800.0%0.05%
+8.7%
Q1 2022$76,000
-3.8%
3,0800.0%0.05%0.0%
Q4 2021$79,000
-1.2%
3,0800.0%0.05%
-4.2%
Q3 2021$80,0000.0%3,0800.0%0.05%
+2.1%
Q2 2021$80,0000.0%3,0800.0%0.05%
-4.1%
Q1 2021$80,000
-1.2%
3,0800.0%0.05%
-9.3%
Q4 2020$81,000
+153.1%
3,080
+150.2%
0.05%
+134.8%
Q3 2020$32,0000.0%1,2310.0%0.02%
-4.2%
Q2 2020$32,000
+3.2%
1,2310.0%0.02%
-11.1%
Q1 2020$31,0000.0%1,2310.0%0.03%
+22.7%
Q4 2019$31,0000.0%1,2310.0%0.02%
-4.3%
Q3 2019$31,0000.0%1,2310.0%0.02%0.0%
Q2 2019$31,0000.0%1,2310.0%0.02%0.0%
Q1 2019$31,0001,2310.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
First Pacific Financial 367,192$9,044,0004.65%
Private Ocean, LLC 1,131,724$27,874,0003.48%
Laurel Wealth Planning LLC 143,915$3,545,0002.39%
Braun-Bostich & Associates Inc. 43,415$1,069,0002.30%
Stewardship Advisors, LLC 224,767$5,536,0002.04%
Summit Wealth Group, LLC 72,829$1,794,0001.88%
IMPACTfolio, LLC 91,101$2,244,0001.67%
Evergreen Wealth Solutions, LLC 58,973$1,453,0001.41%
Affinity Capital Advisors, LLC 179,518$4,422,0001.38%
Arlington Financial Advisors, LLC 145,302$3,579,0001.36%
View complete list of ISHARES TR shareholders