Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 185 filers reported holding ISHARES TR in Q3 2017. 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$156,295
+2.3%
1,521
+3.5%
0.01%
+14.3%
Q2 2023$152,803
-1.3%
1,469
-1.1%
0.01%
-12.5%
Q1 2023$154,785
+32.7%
1,485
+32.7%
0.01%0.0%
Q4 2022$116,678
+124.4%
1,119
+119.8%
0.01%
+100.0%
Q3 2022$52,000
+18.2%
509
+22.4%
0.00%0.0%
Q2 2022$44,0000.0%416
-1.7%
0.00%
+33.3%
Q1 2022$44,000
-54.2%
423
-52.7%
0.00%
-95.9%
Q4 2021$96,000
+433.3%
894
+438.6%
0.07%
+3600.0%
Q3 2021$18,000
+260.0%
166
+232.0%
0.00%
+100.0%
Q2 2021$5,0000.0%500.0%0.00%0.0%
Q1 2021$5,0000.0%500.0%0.00%0.0%
Q4 2020$5,0000.0%500.0%0.00%0.0%
Q3 2020$5,000
-16.7%
50
-13.8%
0.00%0.0%
Q2 2020$6,000
+20.0%
58
+16.0%
0.00%0.0%
Q1 2020$5,0000.0%500.0%0.00%0.0%
Q4 2019$5,0000.0%500.0%0.00%0.0%
Q3 2019$5,0000.0%500.0%0.00%0.0%
Q2 2019$5,000
-86.5%
50
-85.7%
0.00%
-88.9%
Q1 2019$37,000
+15.6%
350
+16.7%
0.01%
+12.5%
Q4 2018$32,000
+3.2%
3000.0%0.01%
+14.3%
Q3 2018$31,000
-3.1%
3000.0%0.01%
-12.5%
Q2 2018$32,000
+3.2%
3000.0%0.01%
-11.1%
Q1 2018$31,000
-26.2%
300
-25.0%
0.01%
-25.0%
Q4 2017$42,000
+31.2%
400
+33.3%
0.01%
-7.7%
Q3 2017$32,0000.0%3000.0%0.01%
-13.3%
Q2 2017$32,0003000.02%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders