Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 232 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$949,940
-5.3%
11,639
-1.4%
0.05%
-2.0%
Q2 2023$1,003,185
+13.6%
11,804
+15.8%
0.05%
+4.3%
Q1 2023$882,819
+10.3%
10,193
+8.1%
0.05%
-14.5%
Q4 2022$800,337
+5.3%
9,429
+1.7%
0.06%
-5.2%
Q3 2022$760,000
-0.4%
9,272
-1.4%
0.06%
-4.9%
Q2 2022$763,000
+18.8%
9,405
+23.1%
0.06%
+22.0%
Q1 2022$642,000
-18.3%
7,640
-18.6%
0.05%
-35.9%
Q3 2021$786,000
+12.8%
9,382
+11.9%
0.08%
+9.9%
Q2 2021$697,000
+7.9%
8,382
+0.1%
0.07%
-6.6%
Q1 2021$646,000
-27.0%
8,377
-27.6%
0.08%
-31.5%
Q4 2020$885,000
+6.5%
11,577
+0.0%
0.11%
-9.0%
Q3 2020$831,000
+38.7%
11,573
+33.0%
0.12%
+27.1%
Q2 2020$599,000
+3052.6%
8,704
+2672.0%
0.10%
+2300.0%
Q1 2020$19,000
+26.7%
314
+48.8%
0.00%
+100.0%
Q4 2019$15,000
-6.2%
211
-21.6%
0.00%
-33.3%
Q3 2019$16,000
+14.3%
269
+15.0%
0.00%0.0%
Q2 2019$14,000
-6.7%
234
-4.5%
0.00%
-25.0%
Q1 2019$15,000
+15.4%
245
+8.9%
0.00%
+33.3%
Q4 2018$13,000
+30.0%
225
+158.6%
0.00%0.0%
Q4 2017$10,0000.0%870.0%0.00%
-25.0%
Q3 2017$10,0000.0%870.0%0.00%
-20.0%
Q2 2017$10,000
+11.1%
870.0%0.01%0.0%
Q1 2017$9,000870.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders