Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. 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$6,907
-6.7%
1040.0%0.00%
Q2 2023$7,401
+12.2%
1040.0%0.00%
Q1 2023$6,598
-37.4%
104
-43.8%
0.00%
-100.0%
Q4 2022$10,546
-4.1%
1850.0%0.00%0.0%
Q3 2022$11,000
+10.0%
1850.0%0.00%0.0%
Q2 2022$10,000
-9.1%
1850.0%0.00%0.0%
Q1 2022$11,000
-66.7%
185
-56.4%
0.00%
-66.7%
Q3 2021$33,000
+135.7%
424
+130.4%
0.00%
+200.0%
Q2 2021$14,0000.0%1840.0%0.00%
-50.0%
Q1 2021$14,000
+7.7%
1840.0%0.00%0.0%
Q4 2020$13,000
+8.3%
184
+300.0%
0.00%0.0%
Q3 2020$12,000
+100.0%
46
+76.9%
0.00%
+100.0%
Q2 2020$6,000
+20.0%
260.0%0.00%0.0%
Q1 2020$5,000
-16.7%
260.0%0.00%0.0%
Q4 2019$6,0000.0%260.0%0.00%0.0%
Q3 2019$6,0000.0%260.0%0.00%0.0%
Q2 2019$6,000
-14.3%
26
-38.1%
0.00%
-66.7%
Q3 2017$7,0000.0%420.0%0.00%0.0%
Q2 2017$7,0000.0%420.0%0.00%
-25.0%
Q1 2017$7,000
+16.7%
420.0%0.00%0.0%
Q4 2016$6,000420.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders