AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EWU and the CUSIP is 46435G334. A total of 221 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,202
-1.6%
380.0%0.00%0.0%
Q2 2023$1,221
-0.4%
380.0%0.00%0.0%
Q1 2023$1,226
+5.2%
380.0%0.00%0.0%
Q4 2022$1,165
+16.5%
380.0%0.00%0.0%
Q3 2022$1,0000.0%380.0%0.00%0.0%
Q2 2022$1,0000.0%380.0%0.00%0.0%
Q1 2022$1,0000.0%380.0%0.00%0.0%
Q4 2021$1,0000.0%380.0%0.00%0.0%
Q3 2021$1,0000.0%380.0%0.00%0.0%
Q2 2021$1,0000.0%380.0%0.00%0.0%
Q1 2021$1,0000.0%380.0%0.00%0.0%
Q4 2020$1,0000.0%380.0%0.00%0.0%
Q3 2020$1,0000.0%380.0%0.00%0.0%
Q2 2020$1,0000.0%380.0%0.00%0.0%
Q1 2020$1,0000.0%380.0%0.00%0.0%
Q4 2019$1,0000.0%380.0%0.00%0.0%
Q3 2019$1,000
-94.1%
38
-92.7%
0.00%
-92.3%
Q2 2019$17,000
+1600.0%
520
+1268.4%
0.01%
+1200.0%
Q1 2019$1,0000.0%380.0%0.00%0.0%
Q4 2018$1,0000.0%380.0%0.00%0.0%
Q3 2018$1,0000.0%380.0%0.00%0.0%
Q2 2018$1,0000.0%380.0%0.00%0.0%
Q1 2018$1,0000.0%380.0%0.00%0.0%
Q4 2017$1,0000.0%380.0%0.00%0.0%
Q3 2017$1,0000.0%380.0%0.00%0.0%
Q1 2017$1,0000.0%380.0%0.00%0.0%
Q4 2016$1,000380.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 1,216,537$40,158,00020.28%
Water Oak Advisors LLC 137,137$4,527,0007.88%
CAXTON ASSOCIATES LP 500,000$16,505,0002.40%
Arlington Partners LLC 75,760$2,501,0001.79%
SUN LIFE FINANCIAL INC 243,615$8,042,0001.78%
American Assets Investment Management, LLC 300,000$9,882,0001.60%
UBP Investment Advisors SA 43,638$1,440,0001.35%
Pinnacle Advisory Group, Inc. 572,782$18,908,0001.32%
ALTERNA WEALTH MANAGEMENT, INC 47,215$1,559,0001.32%
FUKOKU MUTUAL LIFE INSURANCE Co 306,000$10,101,0001.30%
View complete list of ISHARES TR shareholders