Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 214 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,242
-6.2%
500.0%0.00%
Q2 2023$6,653
+3.5%
500.0%0.00%
Q1 2023$6,427
+3.0%
500.0%0.00%
Q4 2022$6,239
+4.0%
500.0%0.00%
Q3 2022$6,0000.0%500.0%0.00%
Q2 2022$6,000
-14.3%
500.0%0.00%
-100.0%
Q1 2022$7,000
-99.0%
50
-99.2%
0.00%
-98.9%
Q4 2020$700,000
+3081.8%
6,169
+2605.7%
0.09%
+2100.0%
Q2 2019$22,000
+4.8%
2280.0%0.00%
-20.0%
Q1 2019$21,000
+10.5%
2280.0%0.01%0.0%
Q4 2018$19,000
-97.7%
228
-97.2%
0.01%
-97.8%
Q4 2017$839,0008,2120.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders