Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 104 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$84,647
-40.1%
2,630
-37.1%
0.00%
-42.9%
Q2 2023$141,412
+107.3%
4,178
+92.0%
0.01%
+75.0%
Q1 2023$68,204
+716.4%
2,176
+1143.4%
0.00%
+300.0%
Q4 2022$8,354
-7.2%
175
+0.6%
0.00%0.0%
Q3 2022$9,000
+12.5%
174
+1.2%
0.00%0.0%
Q2 2022$8,000
-11.1%
172
+0.6%
0.00%0.0%
Q1 2022$9,000
-69.0%
171
-64.7%
0.00%
-66.7%
Q3 2021$29,000
+222.2%
484
+206.3%
0.00%
+200.0%
Q2 2021$9,000
-30.8%
158
-32.8%
0.00%
-50.0%
Q1 2021$13,000
+18.2%
235
+0.4%
0.00%
+100.0%
Q4 2020$11,000
-26.7%
234
-47.7%
0.00%
-50.0%
Q3 2020$15,0000.0%447
+1.1%
0.00%0.0%
Q2 2020$15,000
+15.4%
442
+0.7%
0.00%0.0%
Q1 2020$13,000
-50.0%
439
-15.1%
0.00%
-50.0%
Q4 2019$26,000
+8.3%
517
+0.8%
0.00%0.0%
Q3 2019$24,000
-85.3%
513
-85.6%
0.00%
-87.1%
Q2 2019$163,000
+3.8%
3,558
-1.4%
0.03%
-18.4%
Q1 2019$157,000
+6.8%
3,610
-2.0%
0.04%0.0%
Q4 2018$147,000
-25.8%
3,684
-9.0%
0.04%
-15.6%
Q3 2018$198,0000.0%4,048
+0.4%
0.04%
-10.0%
Q2 2018$198,000
+6.5%
4,032
+9.4%
0.05%
-2.0%
Q1 2018$186,000
+5.1%
3,684
+2.7%
0.05%
+4.1%
Q4 2017$177,000
+17.2%
3,587
+4.4%
0.05%
-21.0%
Q3 2017$151,0003,4360.06%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders