Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders