NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 235 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$9,0000.0%1850.0%0.00%0.0%
Q3 2017$9,000
+12.5%
1850.0%0.00%0.0%
Q2 2017$8,0000.0%1850.0%0.00%0.0%
Q1 2017$8,000
-98.7%
185
-98.8%
0.00%
-98.7%
Q4 2016$605,000
-4.9%
15,027
-2.0%
0.15%
+3.4%
Q3 2016$636,000
+2.6%
15,330
-3.6%
0.15%
-1.4%
Q2 2016$620,000
-25.0%
15,906
-24.0%
0.15%
-37.6%
Q1 2016$827,000
-14.2%
20,940
-13.9%
0.24%
-12.2%
Q4 2015$964,000
-26.1%
24,330
-27.2%
0.27%
-29.9%
Q3 2015$1,304,000
-27.1%
33,400
-17.4%
0.38%
-27.4%
Q2 2015$1,788,000
-18.5%
40,460
-17.6%
0.53%
-21.4%
Q1 2015$2,195,000
-16.9%
49,110
-20.0%
0.67%
-24.2%
Q4 2014$2,642,000
-24.4%
61,410
-20.0%
0.89%
-28.4%
Q3 2014$3,493,000
-11.7%
76,794
-6.8%
1.24%
-12.5%
Q2 2014$3,958,000
-3.4%
82,433
-6.3%
1.42%
-13.9%
Q1 2014$4,096,000
+48.1%
87,948
+48.4%
1.65%
+23.2%
Q4 2013$2,765,000
-28.0%
59,245
-30.8%
1.34%
-27.4%
Q3 2013$3,838,000
-0.1%
85,639
-9.2%
1.84%
-2.8%
Q2 2013$3,840,00094,3181.90%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders