NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 80 filers reported holding ISHARES TR in Q1 2017. 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
Q1 2018$4,0000.0%350.0%0.00%0.0%
Q4 2017$4,000
-73.3%
35
-73.1%
0.00%
-75.0%
Q3 2017$15,000
-11.8%
130
-13.3%
0.00%0.0%
Q2 2017$17,0000.0%1500.0%0.00%0.0%
Q1 2017$17,000
-19.0%
150
-21.1%
0.00%
-20.0%
Q4 2016$21,000
-4.5%
1900.0%0.01%0.0%
Q3 2016$22,000
-98.2%
190
-98.2%
0.01%
-98.3%
Q2 2016$1,255,000
+2.4%
10,827
+1.4%
0.30%
-14.8%
Q1 2016$1,226,000
+6.7%
10,676
+5.1%
0.35%
+9.0%
Q4 2015$1,149,000
-4.0%
10,156
-3.3%
0.32%
-8.8%
Q3 2015$1,197,000
-1.9%
10,501
-2.6%
0.35%
-2.5%
Q2 2015$1,220,000
-6.4%
10,776
-5.6%
0.36%
-9.7%
Q1 2015$1,304,000
+3.3%
11,416
+2.3%
0.40%
-5.6%
Q4 2014$1,262,000
-2.0%
11,161
-2.7%
0.42%
-7.2%
Q3 2014$1,288,000
-5.2%
11,471
-4.9%
0.46%
-6.0%
Q2 2014$1,359,000
+5.2%
12,066
+4.2%
0.49%
-6.3%
Q1 2014$1,292,000
-9.4%
11,581
-10.2%
0.52%
-24.6%
Q4 2013$1,426,000
-8.1%
12,896
-7.5%
0.69%
-7.4%
Q3 2013$1,551,000
-0.5%
13,946
-1.0%
0.74%
-3.4%
Q2 2013$1,559,00014,0810.77%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders