NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,838
-8.1%
160.0%0.00%
Q3 2022$2,000
-33.3%
16
-30.4%
0.00%
Q2 2022$3,0000.0%230.0%0.00%
Q1 2022$3,000
+200.0%
23
+228.6%
0.00%
Q4 2021$1,0000.0%70.0%0.00%
Q3 2021$1,0000.0%70.0%0.00%
Q2 2021$1,0000.0%70.0%0.00%
Q1 2021$1,000
-66.7%
7
-68.2%
0.00%
Q4 2020$3,000
-99.9%
22
-99.9%
0.00%
-100.0%
Q3 2020$2,262,000
+12.3%
16,932
+12.4%
0.36%
+5.5%
Q2 2020$2,014,000
+7646.2%
15,067
+6973.7%
0.34%
+3340.0%
Q1 2014$26,0002130.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders