Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 199 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 16.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$810
-6.2%
130.0%0.00%
Q2 2023$864
+1.1%
130.0%0.00%
Q1 2023$855
-98.9%
13
-98.9%
0.00%
-100.0%
Q4 2022$74,962
+17.1%
1,1570.0%0.01%0.0%
Q3 2022$64,000
-20.0%
1,1570.0%0.01%
-16.7%
Q2 2022$80,000
+1.3%
1,1570.0%0.01%0.0%
Q1 2022$79,000
-19.4%
1,1570.0%0.01%
-40.0%
Q3 2021$98,000
-10.1%
1,1570.0%0.01%
-9.1%
Q2 2021$109,000
-76.1%
1,157
-76.5%
0.01%
-79.2%
Q1 2021$457,000
-7.1%
4,930
-10.3%
0.05%
-14.5%
Q4 2020$492,000
+18.6%
5,496
+2.3%
0.06%
+1.6%
Q3 2020$415,000
+156.2%
5,374
+129.2%
0.06%
+134.6%
Q2 2020$162,000
+102.5%
2,345
+75.0%
0.03%
+73.3%
Q1 2020$80,000
+3900.0%
1,340
+5260.0%
0.02%
Q4 2019$2,0000.0%250.0%0.00%
Q3 2019$2,0000.0%250.0%0.00%
Q2 2019$2,0000.0%250.0%0.00%
Q1 2019$2,0000.0%250.0%0.00%
-100.0%
Q4 2018$2,0000.0%250.0%0.00%
Q3 2018$2,0000.0%250.0%0.00%
-100.0%
Q2 2018$2,0000.0%250.0%0.00%0.0%
Q1 2018$2,000250.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Horizon Investments, LLC 549,976$32,053,0007.42%
RiverFront Investment Group, LLC 2,653,894$154,669,0004.74%
Mizuho Bank, Ltd. 670,000$39,048,0004.67%
Highmount Capital, LLC 318,635$18,570,0004.58%
Round Table Services, LLC 62,494$3,642,0003.64%
HABERER REGISTERED INVESTMENT ADVISOR INC 116,478$6,787,0002.43%
Rex Capital Advisors, LLC 34,763$2,025,965,0002.22%
MARCUARD FAMILY OFFICE LTD 19,203$1,119,0002.14%
Lattice Strategies LLC 64,455$3,756,0002.03%
Convergent Wealth Advisors 155,535$9,065,0001.77%
View complete list of ISHARES TR shareholders