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 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders