NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,822
-46.0%
10
-44.4%
0.00%
-100.0%
Q2 2023$7,072
+15.8%
180.0%0.00%0.0%
Q1 2023$6,108180.00%
Q2 2022$000.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 46,458$18,753,00029.22%
Brouwer & Janachowski, LLC 163,913$66,163,00011.54%
Mathes Company, Inc. 33,663$13,588,0005.04%
GM Advisory Group, LLC 122,292$49,363,0004.98%
Legacy Financial Strategies, LLC 26,085$10,529,0004.95%
Apexium Financial, LP 14,463$5,838,0003.37%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165,149$66,662,0003.26%
Equitable Holdings, Inc. 463,650$187,152,0003.19%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 68,231$27,541,4433.14%
Destination Wealth Management 163,722$66,086,0002.57%
View complete list of ISHARES TR shareholders