Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 134 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,346,011
-3.1%
330,178
-2.7%
1.83%0.0%
Q2 2023$37,489,758
+2.9%
339,427
+2.5%
1.83%
-5.4%
Q1 2023$36,443,734
+5579.8%
331,036
+5571.3%
1.94%
+4300.0%
Q4 2022$641,632
+142.1%
5,837
+142.3%
0.04%
+120.0%
Q3 2022$265,000
+147.7%
2,409
+147.3%
0.02%
+122.2%
Q2 2022$107,000
+127.7%
974
+128.6%
0.01%
+125.0%
Q1 2022$47,000
+104.3%
426
+109.9%
0.00%0.0%
Q1 2020$23,000
-92.0%
203
-92.2%
0.00%
-90.9%
Q4 2019$286,000
-26.5%
2,592
-26.3%
0.04%
-31.2%
Q3 2019$389,000
+21.6%
3,515
+21.7%
0.06%
+4.9%
Q2 2019$320,000
+5233.3%
2,889
+5152.7%
0.06%
+6000.0%
Q1 2019$6,000
-99.7%
55
-99.7%
0.00%
-99.8%
Q4 2018$2,360,000
+47100.0%
21,399
+45429.8%
0.60%
+60200.0%
Q4 2017$5,000
+66.7%
47
+62.1%
0.00%0.0%
Q3 2017$3,0000.0%290.0%0.00%0.0%
Q2 2017$3,000
-40.0%
29
-29.3%
0.00%
-66.7%
Q1 2017$5,0000.0%410.0%0.00%0.0%
Q4 2016$5,000410.00%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders