Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 215 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.69 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 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders