Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 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$32,237
+7.7%
454
+24.0%
0.00%
+100.0%
Q2 2023$29,925
+1.0%
366
+4.0%
0.00%
-50.0%
Q1 2023$29,636
+22.3%
352
+25.7%
0.00%0.0%
Q4 2022$24,236
-34.5%
280
-36.8%
0.00%
-33.3%
Q3 2022$37,000
+131.2%
443
+142.1%
0.00%
+200.0%
Q2 2022$16,000
-5.9%
1830.0%0.00%0.0%
Q1 2022$17,000
+21.4%
1830.0%0.00%0.0%
Q3 2021$14,0000.0%1830.0%0.00%0.0%
Q2 2021$14,000
-6.7%
1830.0%0.00%
-50.0%
Q1 2021$15,000
+7.1%
1830.0%0.00%0.0%
Q4 2020$14,000
+7.7%
183
+98.9%
0.00%0.0%
Q3 2020$13,0000.0%920.0%0.00%0.0%
Q2 2020$13,0000.0%920.0%0.00%0.0%
Q1 2020$13,000
-13.3%
920.0%0.00%0.0%
Q4 2019$15,0000.0%920.0%0.00%0.0%
Q3 2019$15,000
+7.1%
920.0%0.00%
-33.3%
Q2 2019$14,000
-17.6%
92
-20.0%
0.00%
-25.0%
Q1 2019$17,000
+41.7%
115
+25.0%
0.00%
+33.3%
Q4 2018$12,0000.0%920.0%0.00%0.0%
Q3 2018$12,0000.0%920.0%0.00%0.0%
Q2 2018$12,0000.0%920.0%0.00%0.0%
Q1 2018$12,0000.0%920.0%0.00%0.0%
Q4 2017$12,0000.0%920.0%0.00%
-40.0%
Q3 2017$12,0000.0%920.0%0.01%
-16.7%
Q2 2017$12,0000.0%920.0%0.01%
-14.3%
Q1 2017$12,000
+9.1%
920.0%0.01%0.0%
Q4 2016$11,000920.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders