NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 165 filers reported holding ISHARES TR in Q2 2020. 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
Q3 2023$6,963
-83.5%
104
-82.5%
0.00%
-75.0%
Q2 2023$42,262
-23.0%
594
-30.0%
0.00%
-33.3%
Q1 2023$54,905
+301.6%
849
+253.8%
0.01%
+200.0%
Q4 2022$13,670
+355.7%
240
+1746.2%
0.00%
+100.0%
Q2 2020$3,000
-25.0%
13
-40.9%
0.00%0.0%
Q1 2018$4,000220.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Howard Capital Management Inc. 272,299$21,134,0004.01%
MinichMacGregor Wealth Management, LLC 137,029$10,635,0003.73%
WJ Wealth Management, LLC 15,230$1,182,0003.66%
First Citizens Financial Corp 57,824$4,488,0003.39%
IronBridge Private Wealth, LLC 72,895$5,658,0003.34%
Sage Advisory Services, Ltd.Co. 145,650$11,305,0003.10%
Quantitative Advantage, LLC 222,245$17,250,0002.98%
SPC Financial, Inc. 297,761$23,111,0002.80%
Cadent Capital Advisors, LLC 76,433$5,932,0002.47%
Stonebridge Financial Planning Group, LLC 52,774$4,167,0002.21%
View complete list of ISHARES TR shareholders