Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 224 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,272
-5.8%
2130.0%0.00%0.0%
Q2 2023$22,587
-80.3%
213
-81.7%
0.00%
-83.3%
Q1 2023$114,420
+1086.2%
1,166
+1066.0%
0.01%
+500.0%
Q4 2022$9,646
+7.2%
1000.0%0.00%0.0%
Q3 2022$9,0000.0%1000.0%0.00%0.0%
Q2 2022$9,0000.0%1000.0%0.00%0.0%
Q1 2022$9,000
+12.5%
100
+81.8%
0.00%
-50.0%
Q1 2019$8,000
+14.3%
550.0%0.00%0.0%
Q4 2018$7,000
-22.2%
550.0%0.00%0.0%
Q3 2018$9,000
-40.0%
55
-45.5%
0.00%
-50.0%
Q2 2018$15,0000.0%1010.0%0.00%0.0%
Q1 2018$15,0000.0%1010.0%0.00%0.0%
Q4 2017$15,000
+7.1%
1010.0%0.00%
-33.3%
Q3 2017$14,000
+7.7%
1010.0%0.01%0.0%
Q2 2017$13,000
-48.0%
101
-48.5%
0.01%
-57.1%
Q1 2017$25,000
+212.5%
196
+206.2%
0.01%
+180.0%
Q4 2016$8,000640.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders