AllSquare Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 86 filers reported holding ISHARES TR in Q3 2023. 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$451,093
+3556.4%
20,645
+3653.6%
0.29%
+3575.0%
Q2 2023$12,337
-1.0%
5500.0%0.01%0.0%
Q1 2023$12,463
+1.9%
5500.0%0.01%0.0%
Q4 2022$12,2355500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sargent Bickham Lagudis LLC 745,221$17,262,0001.49%
BENJAMIN EDWARDS INC 60,108$1,392,0000.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 247,922$5,743,0000.28%
Resonant Capital Advisors, LLC 19,008$440,0000.07%
Farmer Steven Patrick 108,504$2,513,0000.04%
CONFLUENCE INVESTMENT MANAGEMENT LLC 108,504$2,513,0000.04%
PARK AVENUE SECURITIES LLC 50,735$1,175,0000.02%
STIFEL FINANCIAL CORP 549,618$12,730,0000.02%
Steward Partners Investment Advisory, LLC 8,240$191,0000.00%
Cerity Partners LLC 9,893$229,0000.00%
View complete list of ISHARES TR shareholders