NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,674
-2.9%
1560.0%0.00%0.0%
Q2 2023$10,995
-21.8%
156
-29.1%
0.00%
-50.0%
Q1 2023$14,056
+54.0%
220
+41.0%
0.00%
+100.0%
Q4 2022$9,126
+1.4%
1560.0%0.00%0.0%
Q3 2022$9,0001560.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Scottrade Investment Management 2,624,985$345,238,00027.70%
EisnerAmper Wealth Management Corporate Benefits, LLC 134,990$17,754,00015.39%
Tiedemann Wealth Management Holdings, LLC 25,528$3,358,00013.54%
Horizon Investments, LLC 1,516,265$199,419,00013.22%
Silicon Valley Capital Partners 139,155$18,302,00011.42%
Valmark Advisers, Inc. 3,415,774$449,243,00011.02%
COURIER CAPITAL LLC 463,147$60,913,00010.72%
Commonwealth Financial Services, LLC 72,730$9,544,00010.40%
Paragon Wealth Strategies, LLC 94,908$12,482,00010.25%
Regal Wealth Group, Inc. 99,413$13,075,0009.98%
View complete list of ISHARES TR shareholders