NewSquare Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 68 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$16,0000.0%6200.0%0.00%0.0%
Q2 2017$16,000
-97.0%
620
-97.0%
0.00%
-96.8%
Q1 2017$525,000
-4.4%
20,477
-5.7%
0.12%
-8.8%
Q4 2016$549,000
-17.1%
21,706
-14.8%
0.14%
-9.9%
Q3 2016$662,000
-1.3%
25,478
-0.7%
0.15%
-5.0%
Q2 2016$671,000
+12.4%
25,655
+11.2%
0.16%
-6.4%
Q1 2016$597,000
+7.4%
23,072
+6.1%
0.17%
+9.6%
Q4 2015$556,00021,7450.16%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Gateway Advisory, LLC 200,236$5,194,0001.52%
Praetorian Wealth Management, Inc. 84,114$2,182,0001.07%
Paulson Wealth Management Inc. 55,827$1,448,0001.01%
Stonebridge Capital Advisors LLC 191,689$4,972,0000.92%
SENTINEL PENSION ADVISORS INC 82,210$2,133,0000.89%
Wealthquest Corp 129,888$3,369,0000.86%
SONATA CAPITAL GROUP INC 47,800$1,240,0000.79%
Fieldpoint Private Securities, LLC 85,360$2,214,0000.75%
LEAVELL INVESTMENT MANAGEMENT, INC. 289,894$7,520,0000.73%
Ferris Capital, LLC 67,719$1,757,0000.62%
View complete list of ISHARES TR shareholders