Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,932,654
-5.9%
34,334
+1.9%
0.10%
-3.0%
Q2 2023$2,052,879
+10.0%
33,687
+0.2%
0.10%
+1.0%
Q1 2023$1,865,959
+35.5%
33,633
+31.6%
0.10%
+4.2%
Q4 2022$1,377,067
+68.8%
25,558
+68.6%
0.10%
+53.2%
Q3 2022$816,000
+5.2%
15,163
+1.5%
0.06%0.0%
Q2 2022$776,000
-0.9%
14,945
+2.2%
0.06%0.0%
Q1 2022$783,000
+5.1%
14,618
+35.2%
0.06%
-16.2%
Q3 2021$745,000
+17.3%
10,809
+17.2%
0.07%
+13.8%
Q2 2021$635,000
+14.2%
9,223
+527.0%
0.06%0.0%
Q1 2021$556,000
+58.4%
1,471
+60.2%
0.06%
+47.7%
Q4 2020$351,000
+67.1%
918
+40.2%
0.04%
+41.9%
Q3 2020$210,000
+5150.0%
655
+4578.6%
0.03%
+3000.0%
Q2 2020$4,000
+33.3%
140.0%0.00%0.0%
Q1 2020$3,000
-25.0%
140.0%0.00%0.0%
Q4 2019$4,000
-80.0%
14
-82.9%
0.00%
-66.7%
Q3 2019$20,000
-25.9%
82
-23.4%
0.00%
-40.0%
Q2 2019$27,000
+8.0%
1070.0%0.01%
-16.7%
Q1 2019$25,000
-7.4%
107
-23.0%
0.01%
-14.3%
Q4 2018$27,000
-18.2%
139
+0.7%
0.01%0.0%
Q3 2018$33,000
-8.3%
138
-15.9%
0.01%
-22.2%
Q2 2018$36,000
+5.9%
1640.0%0.01%0.0%
Q1 2018$34,000
-5.6%
164
-7.3%
0.01%
-10.0%
Q4 2017$36,000
+50.0%
177
-33.2%
0.01%0.0%
Q3 2017$24,000
+14.3%
265
+14.2%
0.01%0.0%
Q2 2017$21,0000.0%2320.0%0.01%
-16.7%
Q1 2017$21,0000.0%2320.0%0.01%
-14.3%
Q4 2016$21,0002320.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders