Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$145,851
+2.4%
3,695
+0.7%
0.01%0.0%
Q2 2023$142,436
-6.0%
3,669
-8.7%
0.01%
-12.5%
Q1 2023$151,484
-20.0%
4,019
-13.7%
0.01%
-38.5%
Q4 2022$189,391
-3.4%
4,658
-2.1%
0.01%
-13.3%
Q3 2022$196,000
+7.7%
4,759
-6.1%
0.02%0.0%
Q2 2022$182,000
-13.3%
5,069
+0.5%
0.02%
-11.8%
Q1 2022$210,000
+28.0%
5,044
-9.6%
0.02%
+6.2%
Q3 2021$164,000
-25.8%
5,580
-23.2%
0.02%
-30.4%
Q2 2021$221,000
+8.9%
7,268
-1.2%
0.02%
-4.2%
Q1 2021$203,000
+19.4%
7,358
+0.8%
0.02%
+14.3%
Q4 2020$170,000
+18.9%
7,301
+0.8%
0.02%0.0%
Q3 2020$143,000
-20.6%
7,244
-12.6%
0.02%
-27.6%
Q2 2020$180,000
+32.4%
8,287
+1.0%
0.03%
+11.5%
Q1 2020$136,000
-44.9%
8,207
+0.1%
0.03%
-31.6%
Q4 2019$247,000
-0.8%
8,196
-4.4%
0.04%
-7.3%
Q3 2019$249,000
-10.8%
8,570
-5.7%
0.04%
-22.6%
Q2 2019$279,000
-12.3%
9,084
-10.3%
0.05%
-31.2%
Q1 2019$318,000
+12.8%
10,123
-2.4%
0.08%
+6.9%
Q4 2018$282,000
-23.4%
10,372
+1.2%
0.07%
-13.3%
Q3 2018$368,000
-7.8%
10,253
-5.3%
0.08%
-17.8%
Q2 2018$399,000
+29.1%
10,825
+15.9%
0.10%
+18.8%
Q1 2018$309,000
-3.1%
9,339
+3.7%
0.08%
-3.4%
Q4 2017$319,000
+129.5%
9,010
+124.0%
0.09%
+54.4%
Q3 2017$139,0004,0230.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders