Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 172 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders