Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 153 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$58,316
+274.6%
1,249
+305.5%
0.00%
+200.0%
Q2 2023$15,566
-2.2%
3080.0%0.00%0.0%
Q1 2023$15,917
-23.3%
308
-32.8%
0.00%0.0%
Q4 2022$20,743
+130.5%
458
+101.8%
0.00%0.0%
Q3 2022$9,000
+50.0%
227
+51.3%
0.00%
Q2 2022$6,000
-14.3%
1500.0%0.00%
-100.0%
Q1 2022$7,000
-12.5%
1500.0%0.00%0.0%
Q3 2021$8,0000.0%1500.0%0.00%0.0%
Q2 2021$8,0000.0%1500.0%0.00%0.0%
Q1 2021$8,000
+14.3%
1500.0%0.00%0.0%
Q4 2020$7,000
+16.7%
1500.0%0.00%0.0%
Q3 2020$6,0000.0%1500.0%0.00%0.0%
Q2 2020$6,000
+20.0%
1500.0%0.00%0.0%
Q1 2020$5,000
-28.6%
1500.0%0.00%0.0%
Q4 2019$7,000
+16.7%
1500.0%0.00%0.0%
Q3 2019$6,000
-14.3%
1500.0%0.00%0.0%
Q2 2019$7,0000.0%1500.0%0.00%
-50.0%
Q1 2019$7,000
+16.7%
1500.0%0.00%0.0%
Q4 2018$6,000
-14.3%
1500.0%0.00%0.0%
Q3 2018$7,0000.0%1500.0%0.00%0.0%
Q2 2018$7,0000.0%1500.0%0.00%0.0%
Q1 2018$7,0001500.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders