NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$69,816
-32.1%
692
-28.6%
0.01%
-36.4%
Q2 2023$102,753
-10.4%
969
-15.4%
0.01%
-21.4%
Q1 2023$114,683
+103.9%
1,145
+96.4%
0.01%
+100.0%
Q4 2022$56,2365830.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders