NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 218 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.59 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 ↓
MARTIN & CO INC /TN/ 86,629$4,541,1051.14%
Mason & Associates Inc 75,936$3,980,5601.06%
Wharton Business Group, LLC 335,550$17,5900.91%
Carl P. Sherr & Co., LLC 15,955$836,3610.47%
GARRISON POINT ADVISORS, LLC 11,710$613,8380.40%
LEUTHOLD GROUP, LLC 56,942$2,984,9000.34%
Meridian Financial, LLC 8,140$426,7070.31%
49 WEALTH MANAGEMENT, LLC 29,675$1,534,2120.30%
Terra Nova Asset Management LLC 6,688$350,5700.28%
Sebold Capital Management, Inc. 7,030$368,5130.25%
View complete list of ISHARES TR shareholders