Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 60 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$13,099
-8.2%
2870.0%0.00%0.0%
Q2 2023$14,270
+8.9%
2870.0%0.00%0.0%
Q1 2023$13,106
+0.1%
2870.0%0.00%0.0%
Q4 2022$13,087
+336.2%
287
+412.5%
0.00%
Q3 2022$3,000
+50.0%
560.0%0.00%
Q2 2022$2,000
-33.3%
560.0%0.00%
Q1 2022$3,000
+200.0%
56
+300.0%
0.00%
-100.0%
Q4 2021$1,0000.0%140.0%0.00%
Q3 2021$1,0000.0%140.0%0.00%
Q2 2021$1,000
-66.7%
140.0%0.00%
Q1 2021$3,0000.0%140.0%0.00%
Q4 2020$3,000
+50.0%
140.0%0.00%
Q3 2020$2,0000.0%140.0%0.00%
Q2 2020$2,0000.0%140.0%0.00%
Q1 2020$2,000
-33.3%
140.0%0.00%
Q4 2019$3,000
+50.0%
140.0%0.00%
Q3 2019$2,0000.0%140.0%0.00%
Q2 2019$2,000
-71.4%
14
-68.2%
0.00%
-100.0%
Q1 2019$7,0000.0%440.0%0.00%0.0%
Q4 2018$7,000
+40.0%
44
+46.7%
0.00%
+100.0%
Q3 2018$5,0000.0%300.0%0.00%0.0%
Q2 2018$5,0000.0%300.0%0.00%0.0%
Q1 2018$5,0000.0%300.0%0.00%0.0%
Q4 2017$5,0000.0%300.0%0.00%
-50.0%
Q3 2017$5,0000.0%300.0%0.00%0.0%
Q2 2017$5,0000.0%300.0%0.00%
-33.3%
Q1 2017$5,000300.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders