NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IBCD and the CUSIP is 46432FAK3. A total of 23 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$7,0000.0%3050.0%0.00%0.0%
Q4 2017$7,000
-12.5%
3050.0%0.00%0.0%
Q3 2017$8,0000.0%3050.0%0.00%0.0%
Q2 2017$8,000
-27.3%
305
-33.0%
0.00%
-33.3%
Q1 2017$11,000
-99.7%
455
-99.7%
0.00%
-99.6%
Q4 2016$3,384,000
-5.5%
137,522
-4.3%
0.84%
+2.7%
Q3 2016$3,582,000
-7.4%
143,690
+273.0%
0.82%
-10.5%
Q2 2016$3,868,000
+0.2%
38,525
-0.9%
0.92%
-16.8%
Q1 2016$3,860,000
+2.6%
38,892
+0.7%
1.11%
+4.9%
Q4 2015$3,762,000
-8.7%
38,611
-7.5%
1.05%
-13.3%
Q3 2015$4,119,000
-6.6%
41,745
-7.1%
1.22%
-7.1%
Q2 2015$4,410,000
-11.2%
44,940
-9.5%
1.31%
-14.2%
Q1 2015$4,964,000
-8.2%
49,640
-9.7%
1.52%
-16.2%
Q4 2014$5,410,000
-6.3%
54,980
-6.5%
1.82%
-11.4%
Q3 2014$5,775,000
-6.9%
58,830
-6.5%
2.05%
-7.7%
Q2 2014$6,206,000
-6.6%
62,895
-8.0%
2.22%
-16.9%
Q1 2014$6,648,000
-10.6%
68,350
-11.8%
2.68%
-25.7%
Q4 2013$7,438,000
+20.4%
77,515
+20.4%
3.60%
+21.3%
Q3 2013$6,178,000
+48.0%
64,375
+47.6%
2.97%
+43.9%
Q2 2013$4,174,00043,6252.06%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Private Capital Group, LLC 55,469$1,365,0000.24%
Laurel Wealth Advisors LLC 16,140$397,0000.14%
Advisor Group, Inc. 62,940$1,549,0000.01%
Front Row Advisors LLC 400$10,0000.01%
UBS Group AG 674,483$16,599,0000.01%
HighTower Advisors, LLC 33,505$831,0000.01%
FLAGSHIP HARBOR ADVISORS, LLC 825$20,0000.00%
Barrett Asset Management, LLC 2,440$60,0000.00%
Weaver Consulting Group 240$6,0000.00%
Advisory Services Network, LLC 394$10,0000.00%
View complete list of ISHARES TR shareholders