NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 141 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$5,0000.0%850.0%0.00%0.0%
Q4 2017$5,000
-75.0%
85
-73.4%
0.00%
-80.0%
Q3 2017$20,000
-4.8%
320
-13.5%
0.01%0.0%
Q2 2017$21,000
+5.0%
3700.0%0.01%0.0%
Q1 2017$20,000
-13.0%
370
-19.6%
0.01%
-16.7%
Q4 2016$23,000
-4.2%
4600.0%0.01%0.0%
Q3 2016$24,000
-66.7%
460
-68.6%
0.01%
-64.7%
Q2 2016$72,000
-90.3%
1,465
-90.2%
0.02%
-92.0%
Q1 2016$741,000
+8.8%
14,981
+8.9%
0.21%
+11.0%
Q4 2015$681,000
-6.8%
13,761
-8.0%
0.19%
-11.6%
Q3 2015$731,000
-16.1%
14,965
-5.4%
0.22%
-16.3%
Q2 2015$871,000
-22.6%
15,813
-22.2%
0.26%
-25.4%
Q1 2015$1,126,000
-8.2%
20,333
-11.7%
0.35%
-16.2%
Q4 2014$1,227,000
-23.5%
23,033
-19.2%
0.41%
-27.5%
Q3 2014$1,603,000
-8.0%
28,490
-2.4%
0.57%
-8.8%
Q2 2014$1,742,000
+17.3%
29,205
+13.7%
0.62%
+4.5%
Q1 2014$1,485,000
+2416.9%
25,690
+2406.3%
0.60%
+1962.1%
Q4 2013$59,0001,0250.03%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders