Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$615,025
-39.9%
12,883
-28.9%
0.03%
-38.0%
Q2 2023$1,022,862
+0.7%
18,117
+0.9%
0.05%
-7.4%
Q1 2023$1,015,337
+15.5%
17,964
+7.4%
0.05%
-10.0%
Q4 2022$879,280
+20.9%
16,726
+15.5%
0.06%
+9.1%
Q3 2022$727,000
-23.2%
14,476
-22.9%
0.06%
-27.6%
Q2 2022$946,000
-13.2%
18,764
-8.2%
0.08%
-11.6%
Q1 2022$1,090,000
+49.9%
20,435
+76.5%
0.09%
+19.4%
Q3 2021$727,000
+8.7%
11,578
+524.5%
0.07%
+4.3%
Q2 2021$669,000
+4.5%
1,854
-4.3%
0.07%
-8.0%
Q1 2021$640,000
-5.0%
1,937
-5.9%
0.08%
-10.7%
Q4 2020$674,000
+13.7%
2,059
+3.9%
0.08%
-3.4%
Q3 2020$593,000
+18.8%
1,981
+5.0%
0.09%
+8.8%
Q2 2020$499,000
+11.1%
1,886
-5.2%
0.08%
-5.9%
Q1 2020$449,000
-14.6%
1,9900.0%0.08%
+4.9%
Q4 2019$526,000
+19.5%
1,990
+11.9%
0.08%
+12.5%
Q3 2019$440,000
+26.8%
1,779
+23.5%
0.07%
+9.1%
Q2 2019$347,000
+410.3%
1,440
+393.2%
0.07%
+312.5%
Q1 2019$68,000
+6.2%
292
-9.3%
0.02%0.0%
Q4 2018$64,000
-11.1%
322
+1.9%
0.02%0.0%
Q3 2018$72,000
+46.9%
316
+29.0%
0.02%
+33.3%
Q2 2018$49,000
+88.5%
245
+76.3%
0.01%
+71.4%
Q1 2018$26,000
+8.3%
1390.0%0.01%0.0%
Q4 2017$24,000
-11.1%
139
-14.7%
0.01%
-36.4%
Q3 2017$27,000
+58.8%
163
+63.0%
0.01%
+37.5%
Q2 2017$17,000
+112.5%
100
+85.2%
0.01%
+100.0%
Q1 2017$8,000
+14.3%
540.0%0.00%
-20.0%
Q4 2016$7,000540.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders