Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 414 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,112,219
+37.1%
58,021
+42.0%
0.16%
+15.1%
Q1 2024$3,729,731
+43.2%
40,874
+22.1%
0.14%
+27.5%
Q4 2023$2,605,411
+119.2%
33,489
+99.1%
0.11%
+81.7%
Q3 2023$1,188,407
-46.7%
16,816
-43.5%
0.06%
-45.0%
Q2 2023$2,231,133
+100.0%
29,748
+87.6%
0.11%
+84.7%
Q1 2023$1,115,563
+300.2%
15,860
+288.6%
0.06%
+210.5%
Q4 2022$278,721
-15.3%
4,081
-14.4%
0.02%
-24.0%
Q3 2022$329,000
+32.1%
4,765
+22.1%
0.02%
+25.0%
Q2 2022$249,000
-3.9%
3,902
+0.2%
0.02%0.0%
Q1 2022$259,000
+48.0%
3,894
+76.5%
0.02%
+17.6%
Q3 2021$175,000
+1.2%
2,206
+3.3%
0.02%
-5.6%
Q2 2021$173,000
-8.5%
2,136
-11.5%
0.02%
-18.2%
Q1 2021$189,000
-48.1%
2,413
-52.1%
0.02%
-52.2%
Q4 2020$364,000
-4.5%
5,042
+216.7%
0.05%
-17.9%
Q3 2020$381,000
+3.0%
1,592
-3.7%
0.06%
-5.1%
Q2 2020$370,000
-30.6%
1,653
-44.6%
0.06%
-41.6%
Q1 2020$533,000
-54.0%
2,985
-38.7%
0.10%
-43.3%
Q4 2019$1,159,000
-6.5%
4,868
-12.0%
0.18%
-12.7%
Q3 2019$1,239,000
+284.8%
5,533
+289.1%
0.20%
+229.0%
Q2 2019$322,000
+102.5%
1,422
+95.9%
0.06%
+63.2%
Q1 2019$159,000
+10.4%
726
-3.6%
0.04%
+2.7%
Q4 2018$144,000
-46.7%
753
-35.1%
0.04%
-39.3%
Q3 2018$270,000
+10.2%
1,160
+6.4%
0.06%
-1.6%
Q2 2018$245,000
+34.6%
1,090
+31.0%
0.06%
+24.0%
Q1 2018$182,000
+1.1%
8320.0%0.05%
+2.0%
Q4 2017$180,000
+7.8%
832
+1.0%
0.05%
-29.0%
Q3 2017$167,000
+3.1%
8240.0%0.07%
-9.2%
Q2 2017$162,000
+125.0%
824
+118.0%
0.08%
+90.0%
Q1 2017$72,000
+4.3%
3780.0%0.04%
-13.0%
Q4 2016$69,0003780.05%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders