Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 156 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 15.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$74,737
-3.9%
3040.0%0.00%0.0%
Q2 2023$77,747
+1.5%
3040.0%0.00%0.0%
Q1 2023$76,582
+621.2%
304
+660.0%
0.00%
+300.0%
Q4 2022$10,619
-3.5%
400.0%0.00%0.0%
Q3 2022$11,000
+10.0%
400.0%0.00%0.0%
Q2 2022$10,0000.0%400.0%0.00%0.0%
Q1 2022$10,000
-9.1%
400.0%0.00%
-88.9%
Q4 2021$11,000
+10.0%
400.0%0.01%
+800.0%
Q3 2021$10,000
-9.1%
400.0%0.00%0.0%
Q2 2021$11,000
-8.3%
40
-20.0%
0.00%0.0%
Q1 2021$12,0000.0%500.0%0.00%
-50.0%
Q4 2020$12,000
+20.0%
500.0%0.00%
+100.0%
Q3 2020$10,0000.0%50
+2.0%
0.00%
-50.0%
Q2 2020$10,000
+25.0%
490.0%0.00%0.0%
Q1 2020$8,000
-20.0%
490.0%0.00%0.0%
Q4 2019$10,000
+66.7%
49
+25.6%
0.00%
+100.0%
Q3 2019$6,000
+20.0%
39
+34.5%
0.00%0.0%
Q2 2019$5,000290.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Jackson Financial Management 79,766$12,511,00011.43%
Spruce Investment Advisors LLC 7,475$1,172,0002.42%
Wharton Business Group, LLC 60,580$9,501,0000.99%
FMA ADVISORY INC 12,001$1,882,0000.88%
Certified Advisory Corp 6,355$996,0000.72%
Hills Bank & Trust Co 13,409$2,103,0000.62%
Crewe Advisors LLC 3,110$488,0000.48%
MURPHY CAPITAL MANAGEMENT INC 21,675$3,399,0000.47%
WESPAC Advisors, LLC 3,084$484,0000.45%
BerganKDV Wealth Management, LLC 9,095$1,426,0000.34%
View complete list of ISHARES TR shareholders