Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 91 filers reported holding ISHARES TR in Q3 2017. 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
Q2 2024$150,561
+22.2%
2,647
+23.6%
0.01%0.0%
Q1 2024$123,251
-29.0%
2,142
-28.7%
0.01%
-28.6%
Q4 2023$173,657
+6.7%
3,006
+0.5%
0.01%
-12.5%
Q3 2023$162,746
+34.4%
2,990
+40.6%
0.01%
+33.3%
Q2 2023$121,076
-85.2%
2,126
-85.2%
0.01%
-86.4%
Q1 2023$819,101
+716.0%
14,340
+701.6%
0.04%
+528.6%
Q4 2022$100,381
+3.5%
1,7890.0%0.01%0.0%
Q3 2022$97,000
-4.0%
1,7890.0%0.01%
-12.5%
Q2 2022$101,0000.0%1,7890.0%0.01%0.0%
Q1 2022$101,000
-14.4%
1,789
-6.1%
0.01%
-33.3%
Q3 2021$118,000
-0.8%
1,9050.0%0.01%0.0%
Q2 2021$119,000
+0.8%
1,9050.0%0.01%
-14.3%
Q1 2021$118,000
-14.5%
1,905
-13.3%
0.01%
-17.6%
Q4 2020$138,000
+0.7%
2,1980.0%0.02%
-15.0%
Q3 2020$137,0000.0%2,1980.0%0.02%
-9.1%
Q2 2020$137,000
+3.0%
2,1980.0%0.02%
-12.0%
Q1 2020$133,000
-10.1%
2,198
-9.4%
0.02%
+8.7%
Q4 2019$148,000
-0.7%
2,4250.0%0.02%
-4.2%
Q3 2019$149,000
+38.0%
2,425
+35.6%
0.02%
+14.3%
Q2 2019$108,000
+17.4%
1,789
+15.6%
0.02%
-4.5%
Q1 2019$92,000
+2.2%
1,5480.0%0.02%
-4.3%
Q4 2018$90,0000.0%1,5480.0%0.02%
+15.0%
Q3 2018$90,000
-27.4%
1,548
-26.8%
0.02%
-35.5%
Q2 2018$124,000
-23.9%
2,114
-24.3%
0.03%
-31.1%
Q1 2018$163,000
-1.2%
2,7940.0%0.04%0.0%
Q4 2017$165,000
-0.6%
2,794
+100.0%
0.04%
-34.8%
Q3 2017$166,000
+1.2%
1,3970.0%0.07%
-10.4%
Q2 2017$164,000
+1.2%
1,3970.0%0.08%
-15.4%
Q1 2017$162,000
+0.6%
1,3970.0%0.09%
-15.7%
Q4 2016$161,0001,3970.11%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Pure Financial Advisors, LLC 59,410$7,019,0003.04%
Parkside Advisors LLC 32,987$3,871,0002.87%
NewFocus Financial Group, LLC 8,708$1,029,0000.72%
CAPRIN ASSET MANAGEMENT LLC /ADV 6,900$815,0000.70%
BANK OF STOCKTON 6,400$757,0000.44%
MILLIE CAPITAL MANAGEMENT, LLC 3,320$392,0000.41%
Winfield Associates, Inc. 5,013$592,0000.40%
Garde Capital, Inc. 8,241$974,0000.34%
Pictet North America Advisors SA 11,000$1,300,0000.30%
FCA CORP /TX 4,344$513,0000.30%
View complete list of ISHARES TR shareholders