Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders