Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$76,592
+4.9%
1,062
+4.2%
0.00%0.0%
Q2 2023$73,026
+1.7%
1,019
+0.9%
0.00%0.0%
Q1 2023$71,822
-2.3%
1,0100.0%0.00%
-20.0%
Q4 2022$73,489
-5.8%
1,010
-9.1%
0.01%
-16.7%
Q3 2022$78,000
-31.6%
1,111
-27.4%
0.01%
-33.3%
Q2 2022$114,000
-13.0%
1,531
+0.9%
0.01%
-10.0%
Q1 2022$131,000
-10.9%
1,518
-5.3%
0.01%
-91.2%
Q4 2021$147,000
+5.8%
1,603
-2.2%
0.11%
+714.3%
Q3 2021$139,000
+1.5%
1,639
+3.9%
0.01%0.0%
Q2 2021$137,000
-4.2%
1,577
-6.1%
0.01%
-17.6%
Q1 2021$143,000
+13.5%
1,680
+6.1%
0.02%
+6.2%
Q4 2020$126,000
+26.0%
1,583
+2.7%
0.02%
+6.7%
Q3 2020$100,000
+56.2%
1,541
+34.4%
0.02%
+50.0%
Q2 2020$64,000
+42.2%
1,147
+23.9%
0.01%
+11.1%
Q1 2020$45,000
-25.0%
926
+3.1%
0.01%0.0%
Q4 2019$60,000
+15.4%
898
+2.2%
0.01%0.0%
Q3 2019$52,000
+2.0%
879
+4.1%
0.01%
-10.0%
Q2 2019$51,000
-10.5%
844
-6.5%
0.01%
-28.6%
Q1 2019$57,000
+23.9%
903
+12.5%
0.01%
+16.7%
Q4 2018$46,000
-16.4%
803
+9.5%
0.01%0.0%
Q3 2018$55,000
+223.5%
733
+245.8%
0.01%
+200.0%
Q2 2018$17,000
+41.7%
212
+43.2%
0.00%
+33.3%
Q1 2018$12,000
+50.0%
148
+35.8%
0.00%
+50.0%
Q4 2017$8,0001090.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders