NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 107 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
Q2 2023$1,535
-90.4%
6
-94.1%
0.00%
-100.0%
Q1 2018$16,0000.0%1010.0%0.00%
-25.0%
Q4 2017$16,000
+6.7%
1010.0%0.00%0.0%
Q3 2017$15,0000.0%1010.0%0.00%0.0%
Q2 2017$15,000
+7.1%
1010.0%0.00%
+33.3%
Q1 2017$14,000
+7.7%
1010.0%0.00%0.0%
Q4 2016$13,0000.0%1010.0%0.00%0.0%
Q3 2016$13,0000.0%1010.0%0.00%0.0%
Q2 2016$13,000
+8.3%
1010.0%0.00%0.0%
Q1 2016$12,000
-7.7%
1010.0%0.00%
-25.0%
Q4 2015$13,0000.0%1010.0%0.00%0.0%
Q3 2015$13,000
-7.1%
1010.0%0.00%0.0%
Q2 2015$14,000
+7.7%
1010.0%0.00%0.0%
Q1 2015$13,000
+8.3%
1010.0%0.00%0.0%
Q4 2014$12,000
+9.1%
1010.0%0.00%0.0%
Q3 2014$11,000
+10.0%
1010.0%0.00%0.0%
Q2 2014$10,0000.0%1010.0%0.00%0.0%
Q1 2014$10,000
+11.1%
1010.0%0.00%0.0%
Q4 2013$9,0001010.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Jackson Financial Management 79,766$12,511,00011.43%
Spruce Investment Advisors LLC 7,475$1,172,0002.42%
Wharton Business Group, LLC 60,580$9,501,0000.99%
FMA ADVISORY INC 12,001$1,882,0000.88%
Certified Advisory Corp 6,355$996,0000.72%
Hills Bank & Trust Co 13,409$2,103,0000.62%
Crewe Advisors LLC 3,110$488,0000.48%
MURPHY CAPITAL MANAGEMENT INC 21,675$3,399,0000.47%
WESPAC Advisors, LLC 3,084$484,0000.45%
BerganKDV Wealth Management, LLC 9,095$1,426,0000.34%
View complete list of ISHARES TR shareholders