Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 103 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$318,258
-34.2%
6,339
-33.5%
0.01%
-44.4%
Q1 2024$483,994
-9.0%
9,533
-8.9%
0.02%
-18.2%
Q4 2023$531,911
+137.0%
10,467
+121.1%
0.02%
+100.0%
Q3 2023$224,464
+6.0%
4,733
+11.9%
0.01%
+10.0%
Q2 2023$211,845
-13.2%
4,229
-12.2%
0.01%
-23.1%
Q1 2023$244,079
+90.5%
4,816
+84.6%
0.01%
+44.4%
Q4 2022$128,117
+4.2%
2,609
+0.9%
0.01%0.0%
Q3 2022$123,000
-3.1%
2,587
+3.9%
0.01%
-10.0%
Q2 2022$127,000
+10.4%
2,490
+12.9%
0.01%
+11.1%
Q1 2022$115,0002,205
+27462.5%
0.01%
Q4 2020$080.0%0.00%
Q3 2020$080.0%0.00%
Q2 2020$080.0%0.00%
Q1 2020$080.0%0.00%
Q4 2019$0
-100.0%
8
-71.4%
0.00%
Q1 2019$2,000
-97.0%
28
-95.4%
0.00%
-100.0%
Q2 2017$67,000
+1.5%
6040.0%0.03%
-13.5%
Q1 2017$66,0000.0%6040.0%0.04%
-15.9%
Q4 2016$66,0006040.04%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders