Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 321 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$47,724
-24.3%
1,940
-19.0%
0.00%
-33.3%
Q2 2023$63,042
-9.8%
2,394
-5.3%
0.00%
-25.0%
Q1 2023$69,861
+56.5%
2,527
+53.7%
0.00%
+33.3%
Q4 2022$44,651
+14.5%
1,6440.0%0.00%0.0%
Q3 2022$39,000
+14.7%
1,644
+32.9%
0.00%0.0%
Q2 2022$34,000
-5.6%
1,237
+7.6%
0.00%0.0%
Q1 2022$36,000
-65.7%
1,150
-66.8%
0.00%
-70.0%
Q3 2021$105,000
+16.7%
3,468
+25.5%
0.01%
+11.1%
Q2 2021$90,000
+1.1%
2,763
-2.5%
0.01%
-10.0%
Q1 2021$89,000
+6.0%
2,834
-0.9%
0.01%
-9.1%
Q4 2020$84,000
+3.7%
2,861
-12.2%
0.01%
-8.3%
Q3 2020$81,000
+145.5%
3,258
+146.6%
0.01%
+140.0%
Q2 2020$33,000
-13.2%
1,321
-22.1%
0.01%
-28.6%
Q1 2020$38,000
-34.5%
1,695
-2.0%
0.01%
-22.2%
Q4 2019$58,000
-4.9%
1,729
-13.6%
0.01%
-10.0%
Q3 2019$61,000
+45.2%
2,000
+47.5%
0.01%
+25.0%
Q2 2019$42,000
-30.0%
1,356
-30.1%
0.01%
-46.7%
Q1 2019$60,000
+122.2%
1,941
+103.9%
0.02%
+114.3%
Q4 2018$27,000
+35.0%
952
+54.8%
0.01%
+40.0%
Q3 2018$20,0000.0%6150.0%0.01%0.0%
Q2 2018$20,0000.0%6150.0%0.01%
-16.7%
Q1 2018$20,000
-4.8%
6150.0%0.01%0.0%
Q4 2017$21,000
-34.4%
615
-34.4%
0.01%
-53.8%
Q3 2017$32,000
-3.0%
937
-5.8%
0.01%
-18.8%
Q2 2017$33,000
+6.5%
995
+0.4%
0.02%
-5.9%
Q1 2017$31,000
+6.9%
991
+0.2%
0.02%
-10.5%
Q4 2016$29,0009890.02%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders