NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,0000.0%150.0%0.00%
Q3 2021$1,0000.0%150.0%0.00%
Q2 2021$1,0000.0%150.0%0.00%
Q1 2021$1,0000.0%150.0%0.00%
Q4 2020$1,0000.0%150.0%0.00%
Q3 2020$1,0000.0%150.0%0.00%
Q2 2020$1,0000.0%150.0%0.00%
Q1 2020$1,0000.0%150.0%0.00%
Q4 2019$1,000
-90.0%
15
-94.8%
0.00%
-100.0%
Q2 2019$10,000
+900.0%
291
+1840.0%
0.00%
Q1 2019$1,000150.0%0.00%
Q4 2018$0
-100.0%
150.0%0.00%
Q3 2018$1,0000.0%150.0%0.00%
Q2 2018$1,0000.0%150.0%0.00%
Q1 2018$1,0000.0%150.0%0.00%
Q4 2017$1,0000.0%150.0%0.00%
Q3 2017$1,0000.0%150.0%0.00%
Q2 2017$1,000150.0%0.00%
Q1 2017$0
-100.0%
15
-88.0%
0.00%
-100.0%
Q4 2016$4,0000.0%1250.0%0.00%0.0%
Q3 2016$4,000
-84.6%
125
-84.5%
0.00%
-83.3%
Q2 2016$26,000
-95.7%
805
-95.7%
0.01%
-96.5%
Q1 2016$600,000
+6.0%
18,579
+3.9%
0.17%
+8.2%
Q4 2015$566,000
-1.2%
17,879
-1.9%
0.16%
-5.9%
Q3 2015$573,000
-2.6%
18,224
+0.6%
0.17%
-2.9%
Q2 2015$588,000
-11.6%
18,119
-10.1%
0.17%
-14.7%
Q1 2015$665,000
-22.5%
20,144
-23.5%
0.20%
-29.4%
Q4 2014$858,000
-12.9%
26,319
-13.3%
0.29%
-17.4%
Q3 2014$985,000
-9.1%
30,354
-7.3%
0.35%
-10.0%
Q2 2014$1,084,000
-7.6%
32,759
-9.5%
0.39%
-17.6%
Q1 2014$1,173,000
+0.3%
36,200
-1.0%
0.47%
-16.6%
Q4 2013$1,170,000
-9.7%
36,561
-11.5%
0.57%
-9.1%
Q3 2013$1,296,000
+23.2%
41,306
+20.8%
0.62%
+19.8%
Q2 2013$1,052,00034,2050.52%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders