AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 174 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$75,766
-3.6%
1,0960.0%0.05%
-3.9%
Q2 2023$78,594
-0.2%
1,0960.0%0.05%0.0%
Q1 2023$78,737
+9.3%
1,0960.0%0.05%
+4.1%
Q4 2022$72,051
+16.2%
1,0960.0%0.05%
+8.9%
Q3 2022$62,000
-10.1%
1,0960.0%0.04%
-4.3%
Q2 2022$69,000
-14.8%
1,0960.0%0.05%
-4.1%
Q1 2022$81,000
-6.9%
1,0960.0%0.05%
-3.9%
Q4 2021$87,000
+1.2%
1,0960.0%0.05%0.0%
Q3 2021$86,000
-7.5%
1,096
-7.4%
0.05%
-5.6%
Q2 2021$93,000
+3.3%
1,1830.0%0.05%
-3.6%
Q1 2021$90,000
+4.7%
1,1830.0%0.06%
-1.8%
Q4 2020$86,000
-11.3%
1,183
-22.6%
0.06%
-18.6%
Q3 2020$97,000
+4.3%
1,5280.0%0.07%0.0%
Q2 2020$93,000
+14.8%
1,5280.0%0.07%0.0%
Q1 2020$81,000
-22.9%
1,5280.0%0.07%
-4.1%
Q4 2019$105,000
+7.1%
1,5280.0%0.07%0.0%
Q3 2019$98,0000.0%1,5280.0%0.07%0.0%
Q2 2019$98,000
+1.0%
1,5280.0%0.07%0.0%
Q1 2019$97,0001,5280.07%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders