Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 214 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,013
-39.5%
137
-38.3%
0.00%0.0%
Q2 2023$16,563
-26.7%
222
-31.1%
0.00%0.0%
Q1 2023$22,607
+11.3%
322
+19.7%
0.00%0.0%
Q4 2022$20,304
+1.5%
2690.0%0.00%
-50.0%
Q3 2022$20,000
+122.2%
269
+103.8%
0.00%
+100.0%
Q2 2022$9,000
-10.0%
1320.0%0.00%0.0%
Q1 2022$10,000
+25.0%
132
+32.0%
0.00%0.0%
Q3 2021$8,0000.0%1000.0%0.00%0.0%
Q2 2021$8,000
+14.3%
1000.0%0.00%0.0%
Q1 2021$7,000
-58.8%
100
-20.0%
0.00%
-66.7%
Q4 2019$17,000
-66.7%
125
-68.4%
0.00%
-62.5%
Q3 2019$51,000
-44.0%
396
-45.6%
0.01%
-52.9%
Q2 2019$91,000
-16.5%
728
-20.8%
0.02%
-34.6%
Q1 2019$109,000
-30.1%
919
-37.5%
0.03%
-35.0%
Q4 2018$156,000
-81.6%
1,470
-79.0%
0.04%
-79.2%
Q3 2018$849,000
-15.7%
6,987
-18.7%
0.19%
-24.7%
Q2 2018$1,007,000
+14.4%
8,593
+15.1%
0.26%
+4.9%
Q1 2018$880,000
+71.2%
7,467
+73.4%
0.24%
+72.3%
Q4 2017$514,000
+52.5%
4,307
+43.3%
0.14%
+1.4%
Q3 2017$337,000
+11.2%
3,006
+6.7%
0.14%
-2.1%
Q2 2017$303,000
+71.2%
2,816
+65.6%
0.14%
+43.4%
Q1 2017$177,000
+941.2%
1,700
+936.6%
0.10%
+800.0%
Q4 2016$17,0001640.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders