NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 148 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$17,000
+1600.0%
471
+1173.0%
0.00%
Q2 2015$1,0000.0%370.0%0.00%
Q1 2015$1,0000.0%370.0%0.00%
Q4 2014$1,000
-100.0%
37
-99.9%
0.00%
-100.0%
Q3 2014$2,744,000
-15.8%
62,602
-6.8%
0.98%
-16.5%
Q2 2014$3,260,000
+8.5%
67,189
-2.1%
1.17%
-3.3%
Q1 2014$3,004,000
-2.5%
68,624
-3.7%
1.21%
-18.9%
Q4 2013$3,080,000
-5.1%
71,254
-10.0%
1.49%
-4.4%
Q3 2013$3,247,000
+29.3%
79,156
+22.3%
1.56%
+25.7%
Q2 2013$2,511,00064,7011.24%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders