Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q2 2022
NameSharesValueWeighting ↓
Orin Green Financial, LLC 316,849$17,376,0009.65%
MYECFO, LLC 192,588$10,553,2577.32%
Manhattan West Asset Management, LLC 436,703$23,647,4677.28%
Brio Consultants, LLC 511,684$28,060,7425.27%
Slow Capital, Inc. 451,533$24,762,0534.55%
Opes Wealth Management LLC 278,281$15,260,9304.23%
Creative Capital Management Investments LLC 70,180$3,848,6712.64%
Certus Wealth Management, LLC 50,049$2,744,6872.62%
Rinkey Investments 93,864$5,147,5022.36%
Warren Street Wealth Advisors, LLC 56,375$3,091,6052.04%
View complete list of ISHARES TR shareholders