NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$7,0000.0%1330.0%0.00%0.0%
Q1 2022$7,0000.0%1330.0%0.00%0.0%
Q4 2021$7,0000.0%1330.0%0.00%0.0%
Q3 2021$7,0000.0%1330.0%0.00%0.0%
Q2 2021$7,000
-36.4%
133
-36.1%
0.00%0.0%
Q1 2021$11,000
-8.3%
2080.0%0.00%
-50.0%
Q4 2020$12,0000.0%208
-6.7%
0.00%0.0%
Q3 2020$12,0000.0%2230.0%0.00%0.0%
Q2 2020$12,0000.0%2230.0%0.00%0.0%
Q1 2020$12,000
-90.8%
223
-90.7%
0.00%
-90.9%
Q4 2019$131,000
+27.2%
2,390
+29.1%
0.02%
+15.8%
Q3 2019$103,000
+83.9%
1,851
+80.4%
0.02%
+90.0%
Q2 2019$56,000
+133.3%
1,026
+124.0%
0.01%
+100.0%
Q1 2019$24,0004580.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Matson Money. Inc. 7,492,279$412,825,00016.28%
Trinity Wealth Management, LLC 194,011$10,690,0008.36%
PRUDENT INVESTORS NETWORK, INC. 264,265$14,561,0007.38%
Boston Standard Wealth Management, LLC 438,900$24,183,000,0007.32%
Certified Advisory Corp 511,865$28,204,0007.09%
N.E.W. Advisory Services LLC 641,650$35,325,0005.91%
Compton Financial Group, LLC 229,013$12,619,0005.37%
Beta Wealth Group, Inc. 136,112$7,499,0005.22%
Financial Gravity Asset Management, Inc. 222,011$12,223,0004.38%
Blossom Wealth Management 9,331$514,0003.87%
View complete list of ISHARES TR shareholders