Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 657 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 18.95 and the average weighting 0.7%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$811,096
-7.1%
27,969
-0.9%
0.04%
-4.7%
Q2 2023$873,112
-1.9%
28,229
-4.8%
0.04%
-8.5%
Q1 2023$889,693
+12.7%
29,656
+14.7%
0.05%
-13.0%
Q4 2022$789,664
+7.9%
25,865
+7.7%
0.05%
-1.8%
Q3 2022$732,000
-4.3%
24,007
+3.2%
0.06%
-9.8%
Q2 2022$765,000
-5.2%
23,252
-4.1%
0.06%
-3.2%
Q1 2022$807,000
+28.5%
24,249
+49.7%
0.06%
+1.6%
Q3 2021$628,000
+6.3%
16,193
+7.7%
0.06%
+1.6%
Q2 2021$591,000
+50.8%
15,034
+47.2%
0.06%
+32.6%
Q1 2021$392,000
+31.5%
10,215
+31.8%
0.05%
+24.3%
Q4 2020$298,000
+6.0%
7,749
+0.5%
0.04%
-9.8%
Q3 2020$281,000
+4.1%
7,712
-1.0%
0.04%
-4.7%
Q2 2020$270,000
-28.4%
7,786
-34.2%
0.04%
-39.4%
Q1 2020$377,000
+9.6%
11,835
+29.2%
0.07%
+34.0%
Q4 2019$344,000
+0.6%
9,163
+0.5%
0.05%
-5.4%
Q3 2019$342,000
-26.3%
9,115
-27.6%
0.06%
-37.1%
Q2 2019$464,000
+111.9%
12,595
+110.3%
0.09%
+67.9%
Q1 2019$219,000
+4.3%
5,988
-2.5%
0.05%
-1.9%
Q4 2018$210,000
-30.0%
6,143
-24.0%
0.05%
-20.6%
Q3 2018$300,000
-13.5%
8,078
-12.2%
0.07%
-22.7%
Q2 2018$347,000
-2.3%
9,201
-2.5%
0.09%
-10.2%
Q1 2018$355,000
-11.7%
9,441
-10.5%
0.10%
-10.9%
Q4 2017$402,000
-39.2%
10,553
-38.1%
0.11%
-59.7%
Q3 2017$661,000
+8.4%
17,036
+9.3%
0.27%
-4.9%
Q2 2017$610,000
+125.9%
15,584
+123.1%
0.29%
+90.1%
Q1 2017$270,000
+29.2%
6,985
+24.3%
0.15%
+7.9%
Q4 2016$209,0005,6180.14%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders