Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 82 filers reported holding ISHARES TR in Q2 2017. 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$69,487
-41.4%
660
-40.5%
0.00%
-33.3%
Q2 2023$118,626
-28.2%
1,109
-26.9%
0.01%
-33.3%
Q1 2023$165,143
+85.2%
1,518
+81.1%
0.01%
+50.0%
Q4 2022$89,188
+74.9%
838
+74.2%
0.01%
+50.0%
Q3 2022$51,000
-1.9%
481
+0.8%
0.00%0.0%
Q2 2022$52,000
-1.9%
4770.0%0.00%0.0%
Q1 2022$53,000
+71.0%
477
+82.1%
0.00%
+33.3%
Q3 2021$31,000
+6.9%
262
+8.7%
0.00%0.0%
Q2 2021$29,000
-14.7%
241
-17.5%
0.00%
-25.0%
Q1 2021$34,000
-10.5%
292
-7.0%
0.00%
-20.0%
Q4 2020$38,000
-73.6%
314
-73.7%
0.01%
-76.2%
Q3 2020$144,000
-7.7%
1,192
-7.7%
0.02%
-16.0%
Q2 2020$156,000
+218.4%
1,291
+220.3%
0.02%
+177.8%
Q1 2020$49,000
-77.5%
403
-78.6%
0.01%
-72.7%
Q4 2019$218,000
+0.5%
1,887
+1.3%
0.03%
-8.3%
Q3 2019$217,000
+5.9%
1,863
+4.5%
0.04%
-7.7%
Q2 2019$205,000
+4.1%
1,782
+2.8%
0.04%
-18.8%
Q1 2019$197,000
-4.8%
1,733
-5.9%
0.05%
-9.4%
Q4 2018$207,000
-2.4%
1,842
-3.7%
0.05%
+10.4%
Q3 2018$212,000
-7.0%
1,913
-6.4%
0.05%
-17.2%
Q2 2018$228,000
-3.0%
2,044
-2.4%
0.06%
-10.8%
Q1 2018$235,000
+209.2%
2,094
+213.5%
0.06%
+209.5%
Q4 2017$76,000
-9.5%
668
-9.2%
0.02%
-40.0%
Q3 2017$84,000
-5.6%
736
-6.2%
0.04%
-16.7%
Q2 2017$89,000
+9.9%
785
+9.0%
0.04%
-6.7%
Q1 2017$81,000
-52.1%
720
-52.1%
0.04%
-60.5%
Q4 2016$169,0001,5040.11%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders