NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,093
-27.2%
70
-35.8%
0.00%0.0%
Q3 2022$7,000
-46.2%
109
-35.9%
0.00%
-50.0%
Q2 2022$13,000
-13.3%
1700.0%0.00%0.0%
Q1 2022$15,000
-11.8%
170
-46.0%
0.00%
-66.7%
Q4 2014$17,000
-22.7%
315
-30.8%
0.01%
-25.0%
Q3 2014$22,000
-12.0%
455
-4.2%
0.01%
-11.1%
Q2 2014$25,000
-98.5%
475
-98.5%
0.01%
-98.6%
Q1 2014$1,618,000
+30.3%
31,244
+33.1%
0.65%
+8.3%
Q4 2013$1,242,000
-3.7%
23,481
-10.1%
0.60%
-3.1%
Q3 2013$1,290,000
+5.8%
26,111
-1.9%
0.62%
+2.8%
Q2 2013$1,219,00026,6140.60%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders