NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders