Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$98,059
-34.7%
1,687
-30.1%
0.01%
-28.6%
Q2 2023$150,143
+15.0%
2,414
-1.4%
0.01%0.0%
Q1 2023$130,611
+42.5%
2,449
+19.8%
0.01%
+16.7%
Q4 2022$91,648
+3.0%
2,044
+4.1%
0.01%
-14.3%
Q3 2022$89,000
-11.9%
1,963
-11.3%
0.01%
-12.5%
Q2 2022$101,000
-2.9%
2,212
+2.5%
0.01%0.0%
Q1 2022$104,000
-41.2%
2,157
-31.1%
0.01%
-55.6%
Q3 2021$177,000
+21.2%
3,131
+621.4%
0.02%
+20.0%
Q2 2021$146,000
-23.2%
434
-29.8%
0.02%
-31.8%
Q1 2021$190,000
+5.0%
618
+2.3%
0.02%
-4.3%
Q4 2020$181,000
+32.1%
604
+16.2%
0.02%
+15.0%
Q3 2020$137,000
+7.0%
520
-4.4%
0.02%0.0%
Q2 2020$128,000
+32.0%
544
+2.4%
0.02%
+11.1%
Q1 2020$97,000
-23.0%
531
-11.2%
0.02%
-5.3%
Q4 2019$126,000
+12.5%
598
-1.2%
0.02%
+5.6%
Q3 2019$112,000
+33.3%
605
+29.3%
0.02%
+12.5%
Q2 2019$84,000
-41.7%
468
-44.3%
0.02%
-54.3%
Q1 2019$144,000
+32.1%
840
+11.0%
0.04%
+25.0%
Q4 2018$109,000
+7.9%
757
+31.2%
0.03%
+21.7%
Q3 2018$101,0005770.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders