Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 146 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,395,811
-7.3%
23,787
+0.0%
0.07%
-5.4%
Q2 2023$1,505,363
+7.5%
23,785
+0.0%
0.07%0.0%
Q1 2023$1,400,273
-8.9%
23,784
-9.2%
0.07%
-30.2%
Q4 2022$1,536,674
-10.5%
26,192
-10.8%
0.11%
-18.5%
Q3 2022$1,716,000
-2.6%
29,364
-6.1%
0.13%
-8.5%
Q2 2022$1,762,000
-5.3%
31,262
+0.0%
0.14%
-2.7%
Q1 2022$1,861,000
-18.1%
31,254
-8.5%
0.15%
-35.1%
Q3 2021$2,273,000
-0.9%
34,167
-0.1%
0.22%
-4.3%
Q2 2021$2,294,000
+7.5%
34,217
+303.2%
0.24%
-6.0%
Q1 2021$2,134,000
+4.6%
8,487
-2.6%
0.25%
-2.3%
Q4 2020$2,040,000
+24.0%
8,710
+6.0%
0.26%
+6.2%
Q3 2020$1,645,000
+4.6%
8,214
-3.7%
0.24%
-4.0%
Q2 2020$1,572,000
+33.3%
8,527
+10.7%
0.25%
+12.6%
Q1 2020$1,179,000
-26.1%
7,700
+1.2%
0.22%
-8.6%
Q4 2019$1,595,000
+16.3%
7,610
+9.7%
0.24%
+8.0%
Q3 2019$1,372,000
+1.9%
6,9370.0%0.23%
-12.4%
Q2 2019$1,346,000
+10.7%
6,937
+7.3%
0.26%
-12.2%
Q1 2019$1,216,000
+19.0%
6,468
+2.3%
0.29%
+12.6%
Q4 2018$1,022,000
-24.5%
6,324
-11.5%
0.26%
-14.7%
Q3 2018$1,354,000
+12.8%
7,147
+9.3%
0.31%
+1.0%
Q2 2018$1,200,000
+9.3%
6,538
+8.0%
0.30%0.0%
Q1 2018$1,098,000
-3.2%
6,054
-0.9%
0.30%
-2.9%
Q4 2017$1,134,000
+4.0%
6,110
-2.0%
0.31%
-30.8%
Q3 2017$1,090,000
-0.9%
6,237
-4.3%
0.45%
-12.8%
Q2 2017$1,100,000
+7.4%
6,515
+6.0%
0.52%
-9.6%
Q1 2017$1,024,000
+18.4%
6,147
+11.7%
0.57%
-1.5%
Q4 2016$865,0005,5010.58%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders