NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 546 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$36,000
-14.3%
5760.0%0.01%
-12.5%
Q2 2019$42,000
+2.4%
5760.0%0.01%0.0%
Q1 2019$41,000
+7.9%
5760.0%0.01%0.0%
Q4 2018$38,000
-9.5%
5760.0%0.01%0.0%
Q3 2018$42,0000.0%5760.0%0.01%
-11.1%
Q2 2018$42,0000.0%5760.0%0.01%0.0%
Q1 2018$42,0000.0%5760.0%0.01%
-10.0%
Q4 2017$42,000
+2.4%
5760.0%0.01%0.0%
Q3 2017$41,000
+2.5%
5760.0%0.01%0.0%
Q2 2017$40,000
+5.3%
5760.0%0.01%
+11.1%
Q1 2017$38,000
+8.6%
5760.0%0.01%0.0%
Q4 2016$35,000
-10.3%
5760.0%0.01%0.0%
Q3 2016$39,000
+2.6%
5760.0%0.01%0.0%
Q2 2016$38,0000.0%5760.0%0.01%
-18.2%
Q1 2016$38,000
+2.7%
5760.0%0.01%
+10.0%
Q4 2015$37,000
+2.8%
5760.0%0.01%
-9.1%
Q3 2015$36,000
-10.0%
576
-6.8%
0.01%
-8.3%
Q2 2015$40,000
-2.4%
6180.0%0.01%
-7.7%
Q1 2015$41,000
+7.9%
6180.0%0.01%0.0%
Q4 2014$38,000
-24.0%
618
-22.2%
0.01%
-27.8%
Q3 2014$50,0007940.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
GRAYHAWK INVESTMENT STRATEGIES INC. 189,663$12,369,8218.30%
EWA, LLC 189,057$12,362,4358.01%
VAUGHAN & Co SECURITIES, INC. 120,987$7,890,7425.86%
Wharton Business Group, LLC 1,605,074$104,6835.82%
Burt Wealth Advisors 261,206$17,035,8425.23%
Balentine LLC 2,330,206$151,975,9995.08%
AGILIS PARTNERS LLC 179,543$11,7104.22%
Family Capital Trust Co 177,977$11,607,6254.11%
Insight Wealth Strategies, LLC 320,742$20,918,8084.04%
Friedenthal Financial 89,999$5,869,7353.98%
View complete list of ISHARES TR shareholders