Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$114,374
-12.3%
1,280
-10.9%
0.01%0.0%
Q2 2023$130,431
-39.7%
1,437
-42.1%
0.01%
-45.5%
Q1 2023$216,127
+59.1%
2,480
+75.5%
0.01%
+22.2%
Q4 2022$135,810
+0.6%
1,413
+0.5%
0.01%
-10.0%
Q3 2022$135,000
+15.4%
1,406
+0.5%
0.01%
+11.1%
Q2 2022$117,000
-3.3%
1,399
+0.5%
0.01%
-10.0%
Q1 2022$121,000
+42.4%
1,392
+70.4%
0.01%
+25.0%
Q3 2021$85,000
+70.0%
817
+67.1%
0.01%
+60.0%
Q2 2021$50,000
-3.8%
489
-13.0%
0.01%
-16.7%
Q1 2021$52,000
+116.7%
562
+86.7%
0.01%
+100.0%
Q4 2020$24,000
+200.0%
301
+128.0%
0.00%
+200.0%
Q3 2020$8,000
+60.0%
132
+53.5%
0.00%0.0%
Q2 2020$5,000
+25.0%
860.0%0.00%0.0%
Q1 2020$4,000
-66.7%
86
-51.4%
0.00%
-50.0%
Q4 2019$12,000
+9.1%
1770.0%0.00%0.0%
Q3 2019$11,0000.0%177
+0.6%
0.00%0.0%
Q2 2019$11,000
-64.5%
176
-66.3%
0.00%
-71.4%
Q1 2019$31,000
+6.9%
522
+0.6%
0.01%0.0%
Q4 2018$29,000
-9.4%
519
+1.0%
0.01%0.0%
Q3 2018$32,000
-3.0%
514
+0.2%
0.01%
-12.5%
Q2 2018$33,000
-2.9%
5130.0%0.01%
-11.1%
Q1 2018$34,000
+6.2%
5130.0%0.01%0.0%
Q4 2017$32,000
+540.0%
513
+470.0%
0.01%
+350.0%
Q3 2017$5,000900.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders