AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 101 filers reported holding ISHARES TR in Q2 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
Q2 2022$759,0000.0%29,2900.0%0.52%
+13.2%
Q1 2022$759,000
-0.5%
29,2900.0%0.46%
+2.7%
Q4 2021$763,000
-0.5%
29,2900.0%0.44%
-3.1%
Q3 2021$767,000
-0.3%
29,2900.0%0.46%
+2.0%
Q2 2021$769,000
-0.3%
29,2900.0%0.45%
-5.7%
Q1 2021$771,000
-0.1%
29,2900.0%0.48%
-7.8%
Q4 2020$772,000
-0.5%
29,2900.0%0.52%
-8.5%
Q3 2020$776,000
+0.3%
29,2900.0%0.56%
-3.3%
Q2 2020$774,000
+1.6%
29,2900.0%0.58%
-12.1%
Q1 2020$762,000
-0.5%
29,2900.0%0.66%
+24.2%
Q4 2019$766,0000.0%29,2900.0%0.53%
-5.8%
Q3 2019$766,000
+0.1%
29,2900.0%0.57%
-0.5%
Q2 2019$765,000
+0.7%
29,2900.0%0.57%
-0.2%
Q1 2019$760,000
+1.3%
29,2900.0%0.57%
-7.9%
Q4 2018$750,000
+0.8%
29,2900.0%0.62%
+11.7%
Q3 2018$744,00029,2900.56%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders