Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 253 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.10 and the average weighting 0.9%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$783,208
-17.3%
8,595
-13.0%
0.04%
-15.2%
Q2 2023$947,441
-4.9%
9,875
-9.7%
0.05%
-13.2%
Q1 2023$996,005
-6.4%
10,933
-12.8%
0.05%
-27.4%
Q4 2022$1,064,318
+32.2%
12,539
+28.9%
0.07%
+19.7%
Q3 2022$805,000
+3254.2%
9,725
+3230.5%
0.06%
+2950.0%
Q2 2022$24,000
-87.0%
292
-86.0%
0.00%
-86.7%
Q1 2022$185,000
+740.9%
2,092
+842.3%
0.02%
+650.0%
Q3 2021$22,000
-4.3%
2220.0%0.00%0.0%
Q2 2021$23,000
-73.3%
222
-75.3%
0.00%
-80.0%
Q1 2021$86,000
+377.8%
900
+356.9%
0.01%
+400.0%
Q4 2020$18,000
+12.5%
1970.0%0.00%0.0%
Q3 2020$16,000
+6.7%
1970.0%0.00%0.0%
Q2 2020$15,000
-11.8%
197
-29.4%
0.00%
-33.3%
Q1 2020$17,000
-22.7%
2790.0%0.00%0.0%
Q4 2019$22,000
-88.8%
279
-89.5%
0.00%
-90.6%
Q3 2019$196,000
+833.3%
2,663
+854.5%
0.03%
+700.0%
Q2 2019$21,000
+5.0%
2790.0%0.00%
-20.0%
Q1 2019$20,000
-97.5%
279
-97.8%
0.01%
-97.6%
Q4 2018$808,000
+1143.1%
12,593
+1335.9%
0.21%
+1273.3%
Q3 2018$65,000
+66.7%
877
+58.9%
0.02%
+50.0%
Q2 2018$39,0000.0%552
+0.5%
0.01%
-9.1%
Q1 2018$39,000
+5.4%
549
+6.8%
0.01%
+10.0%
Q4 2017$37,000
+48.0%
514
+40.1%
0.01%0.0%
Q3 2017$25,0003670.01%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 694,015$55,001,00045.24%
Mass General Brigham, Inc 1,536,103$121,736,00041.96%
MINOT CAPITAL, LP 916,256$72,613,00027.52%
TEXAS TREASURY SAFEKEEPING TRUST CO 870,500$68,987,00022.52%
Sageworth Trust Co 1,931,357$153,060,00016.59%
Rainwater Charitable Foundation 398,649$31,593,00015.90%
Nationwide Asset Management LLC 219,050$17,320,00014.46%
CLIENT 1ST ADVISORY GROUP, LLC 179,363$14,215,00014.01%
Bernicke Wealth Management, Ltd. 298,635$23,667,00013.22%
DIMENSION CAPITAL MANAGEMENT LLC 561,395$44,489,00013.02%
View complete list of ISHARES TR shareholders