Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 260 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,637,655
-21.1%
15,499
-18.7%
0.08%
-17.8%
Q2 2023$2,075,395
+16.0%
19,063
-2.5%
0.10%
+6.3%
Q1 2023$1,788,920
+46.2%
19,557
+19.0%
0.10%
+13.1%
Q4 2022$1,223,818
+21.3%
16,429
+24.4%
0.08%
+10.5%
Q3 2022$1,009,000
+134.7%
13,208
+145.4%
0.08%
+117.1%
Q2 2022$430,000
-3.2%
5,3830.0%0.04%0.0%
Q1 2022$444,000
-18.1%
5,383
+0.6%
0.04%
-35.2%
Q3 2021$542,000
+5.4%
5,352
+3.4%
0.05%
+1.9%
Q2 2021$514,000
-1.5%
5,175
-13.0%
0.05%
-13.1%
Q1 2021$522,000
+3.2%
5,9490.0%0.06%
-3.2%
Q4 2020$506,000
+18.8%
5,949
+320.4%
0.06%
+1.6%
Q3 2020$426,000
+9.5%
1,415
-1.7%
0.06%0.0%
Q2 2020$389,000
+43.0%
1,440
+8.4%
0.06%
+21.6%
Q1 2020$272,000
-10.5%
1,329
+1.6%
0.05%
+8.5%
Q4 2019$304,000
+16.9%
1,308
+2.7%
0.05%
+9.3%
Q3 2019$260,000
-5.8%
1,273
-8.7%
0.04%
-18.9%
Q2 2019$276,000
+2.2%
1,394
-1.5%
0.05%
-18.5%
Q1 2019$270,000
-14.6%
1,415
-28.4%
0.06%
-19.8%
Q4 2018$316,000
-44.9%
1,975
-33.2%
0.08%
-37.7%
Q3 2018$573,000
-6.8%
2,955
-14.4%
0.13%
-16.7%
Q2 2018$615,000
+5.3%
3,451
-0.6%
0.16%
-3.1%
Q1 2018$584,000
+4.3%
3,471
+0.9%
0.16%
+4.5%
Q4 2017$560,000
+64.7%
3,440
+51.5%
0.15%
+9.2%
Q3 2017$340,000
+10.0%
2,270
+2.8%
0.14%
-2.8%
Q2 2017$309,000
+32.1%
2,208
+27.7%
0.14%
+10.7%
Q1 2017$234,000
+44.4%
1,729
+28.2%
0.13%
+20.2%
Q4 2016$162,0001,3490.11%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders