Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 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$92,689
-24.5%
501
-18.3%
0.01%
-16.7%
Q2 2023$122,829
-0.5%
613
+2.2%
0.01%
-14.3%
Q1 2023$123,456
-31.5%
600
-32.4%
0.01%
-41.7%
Q4 2022$180,137
+3.5%
888
+0.8%
0.01%
-7.7%
Q3 2022$174,000
+3.6%
881
+2.3%
0.01%0.0%
Q2 2022$168,000
+20.9%
861
+24.2%
0.01%
+18.2%
Q1 2022$139,000
+768.8%
693
+678.7%
0.01%
+450.0%
Q3 2021$16,0000.0%89
-1.1%
0.00%0.0%
Q2 2021$16,0000.0%90
+1.1%
0.00%0.0%
Q1 2021$16,000
+33.3%
89
+25.4%
0.00%0.0%
Q4 2020$12,000
+140.0%
71
+42.0%
0.00%
+100.0%
Q1 2020$5,000
-28.6%
500.0%0.00%0.0%
Q4 2019$7,000
+16.7%
500.0%0.00%0.0%
Q3 2019$6,0000.0%500.0%0.00%0.0%
Q2 2019$6,0000.0%500.0%0.00%0.0%
Q1 2019$6,000
+20.0%
500.0%0.00%0.0%
Q4 2018$5,000
-16.7%
500.0%0.00%0.0%
Q3 2018$6,0000.0%500.0%0.00%
-50.0%
Q2 2018$6,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders