Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 63 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,353
-49.3%
183
-45.0%
0.00%
Q2 2023$6,612
-5.6%
3330.0%0.00%
Q1 2023$7,006
-31.5%
333
-31.5%
0.00%
-100.0%
Q4 2022$10,235
-62.1%
486
-65.5%
0.00%
-50.0%
Q3 2022$27,000
-41.3%
1,408
-31.1%
0.00%
-50.0%
Q2 2022$46,000
-9.8%
2,0440.0%0.00%0.0%
Q1 2022$51,000
-17.7%
2,044
-8.1%
0.00%
-33.3%
Q3 2021$62,000
-11.4%
2,224
-6.3%
0.01%
-14.3%
Q2 2021$70,000
+7.7%
2,3740.0%0.01%
-12.5%
Q1 2021$65,0000.0%2,3740.0%0.01%0.0%
Q4 2020$65,000
-18.8%
2,374
-28.7%
0.01%
-33.3%
Q3 2020$80,000
+3.9%
3,3290.0%0.01%0.0%
Q2 2020$77,000
-19.8%
3,329
-25.2%
0.01%
-33.3%
Q1 2020$96,000
-36.0%
4,448
-10.5%
0.02%
-21.7%
Q4 2019$150,000
-3.2%
4,971
-4.8%
0.02%
-8.0%
Q3 2019$155,000
-5.5%
5,221
-5.0%
0.02%
-19.4%
Q2 2019$164,000
-5.7%
5,496
-4.1%
0.03%
-26.2%
Q1 2019$174,000
+12.3%
5,7310.0%0.04%
+5.0%
Q4 2018$155,000
-5.5%
5,7310.0%0.04%
+8.1%
Q3 2018$164,000
-1.8%
5,7310.0%0.04%
-11.9%
Q2 2018$167,000
-1.8%
5,7310.0%0.04%
-10.6%
Q1 2018$170,000
-1.2%
5,7310.0%0.05%0.0%
Q4 2017$172,000
+10.3%
5,731
+7.5%
0.05%
-26.6%
Q3 2017$156,000
+7.6%
5,331
+4.9%
0.06%
-5.9%
Q2 2017$145,000
+3.6%
5,0810.0%0.07%
-12.8%
Q1 2017$140,000
+11.1%
5,081
+5.7%
0.08%
-8.2%
Q4 2016$126,0004,8060.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 254,691$6,925,048,0001.71%
Old Port Advisors 115,528$3,186,0001.08%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 600,077$16,316,0001.08%
Upper Left Wealth Management, LLC 27,479$758,0000.78%
Family Firm, Inc. 84,704$2,303,0000.60%
AGILIS PARTNERS LLC 40,333$1,097,0000.55%
COURIER CAPITAL LLC 117,813$3,203,0000.32%
TBH Global Asset Management, LLC 22,956$624,0000.13%
MARYLAND CAPITAL ADVISORS INC. 4,975$135,0000.12%
CAPITAL INSIGHT PARTNERS, LLC 16,868$459,0000.09%
View complete list of ISHARES TR shareholders