Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 254 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,520
-14.7%
2,939
-4.6%
0.01%
-15.4%
Q2 2023$263,158
+31.1%
3,080
+16.3%
0.01%
+18.2%
Q1 2023$200,688
+903.4%
2,649
+777.2%
0.01%
+450.0%
Q3 2021$20,000
-4.8%
302
+0.3%
0.00%0.0%
Q2 2021$21,000
+5.0%
3010.0%0.00%0.0%
Q1 2021$20,000
-71.0%
301
-75.5%
0.00%
-77.8%
Q4 2020$69,000
+165.4%
1,228
+167.0%
0.01%
+125.0%
Q3 2020$26,000
+550.0%
460
+233.3%
0.00%
+300.0%
Q1 2020$4,000
-98.8%
138
-98.1%
0.00%
-98.0%
Q4 2019$323,000
+3488.9%
7,263
+2610.1%
0.05%
+2350.0%
Q1 2019$9,000
+12.5%
2680.0%0.00%0.0%
Q4 2018$8,000
-11.1%
2680.0%0.00%0.0%
Q3 2018$9,000
-10.0%
2680.0%0.00%
-33.3%
Q2 2018$10,000
-9.1%
2680.0%0.00%0.0%
Q1 2018$11,000
-8.3%
2680.0%0.00%0.0%
Q4 2017$12,000
+33.3%
2680.0%0.00%
-25.0%
Q3 2017$9,0000.0%2680.0%0.00%0.0%
Q2 2017$9,0000.0%268
+0.4%
0.00%
-20.0%
Q1 2017$9,000
+28.6%
2670.0%0.01%0.0%
Q4 2016$7,0002670.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders