NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 167 filers reported holding ISHARES TR in Q4 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
Q2 2022$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2022$1,533,000
-9.2%
13,763
-3.9%
0.16%
-8.9%
Q4 2021$1,688,000
+9.4%
14,325
+0.1%
0.18%
-0.6%
Q3 2021$1,543,000
-1.2%
14,308
-1.1%
0.18%
-2.7%
Q2 2021$1,562,000
-16.9%
14,468
-23.1%
0.18%
-24.8%
Q1 2021$1,880,000
+0.1%
18,823
-5.5%
0.25%
-6.5%
Q4 2020$1,878,000
+77.5%
19,908
+213.8%
0.26%
+54.7%
Q3 2020$1,058,000
-13.5%
6,345
-20.6%
0.17%
-18.7%
Q2 2020$1,223,000
+17.5%
7,990
-3.2%
0.21%
+8.3%
Q1 2020$1,041,000
-54.8%
8,255
-42.8%
0.19%
-49.5%
Q4 2019$2,305,000
+10.7%
14,440
+2.3%
0.38%
+1.3%
Q3 2019$2,083,000
+3.8%
14,115
+2.8%
0.38%
+3.0%
Q2 2019$2,006,000
+3.1%
13,727
-0.3%
0.37%
-1.3%
Q1 2019$1,945,000
+11.8%
13,770
-1.5%
0.37%
+0.8%
Q4 2018$1,740,000
-11.7%
13,985
+3.2%
0.37%
-1.6%
Q3 2018$1,971,000
-3.2%
13,545
-27.2%
0.37%
-24.3%
Q2 2017$2,037,000
-6.1%
18,594
+1.4%
0.49%
-4.4%
Q1 2017$2,169,000
+49.6%
18,342
+41.7%
0.52%
+42.8%
Q4 2016$1,450,000
+39.7%
12,941
+35.4%
0.36%
+52.1%
Q3 2016$1,038,000
+2.7%
9,560
-1.1%
0.24%
-1.2%
Q2 2016$1,011,000
+3.1%
9,667
+1.0%
0.24%
-14.2%
Q1 2016$981,000
+21.4%
9,568
+20.7%
0.28%
+24.3%
Q4 2015$808,000
+15.8%
7,927
+9.6%
0.23%
+9.7%
Q3 2015$698,000
-64.4%
7,235
-61.5%
0.21%
-64.6%
Q2 2015$1,961,000
+262.5%
18,810
+264.3%
0.58%
+250.6%
Q1 2015$541,000
+32.3%
5,164
+30.8%
0.17%
+20.3%
Q4 2014$409,000
-37.0%
3,947
-39.7%
0.14%
-40.3%
Q3 2014$649,000
+40.8%
6,547
+40.9%
0.23%
+40.0%
Q2 2014$461,000
+124.9%
4,647
+114.9%
0.16%
+98.8%
Q1 2014$205,000
+3316.7%
2,162
+3226.2%
0.08%
+2666.7%
Q4 2013$6,000650.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Townsend & Associates, Inc 235,529$22,215,00016.18%
Lowe Wealth Advisors, LLC 45,504$4,292,0002.18%
Savant Capital, LLC 194,243$18,321,0001.07%
Sterling Investment Advisors, Ltd. 32,037$3,081,0001.05%
IBEX WEALTH ADVISORS 30,886$2,913,0000.76%
Mine & Arao Wealth Creation & Management, LLC. 10,727$1,012,0000.73%
Ballew Advisors, Inc 9,761$935,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 10,718$1,011,0000.70%
Mathes Company, Inc. 17,260$1,628,0000.66%
TrinityPoint Wealth, LLC 24,867$2,410,0000.58%
View complete list of ISHARES TR shareholders