NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$51,078
-47.0%
482
-41.6%
0.01%
-50.0%
Q2 2023$96,369
+4.7%
826
+3.2%
0.01%
-9.1%
Q1 2023$92,064
+158.8%
800
+151.6%
0.01%
+175.0%
Q4 2022$35,571
+223.4%
318
+457.9%
0.00%
+100.0%
Q1 2018$11,000570.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders