Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,864
-2.9%
740.0%0.00%0.0%
Q2 2023$13,254
-1.9%
740.0%0.00%0.0%
Q1 2023$13,508
-1.9%
740.0%0.00%0.0%
Q4 2022$13,774
+6.0%
740.0%0.00%0.0%
Q3 2022$13,000
-7.1%
740.0%0.00%0.0%
Q2 2022$14,0000.0%740.0%0.00%0.0%
Q1 2022$14,0000.0%740.0%0.00%0.0%
Q3 2021$14,000
-64.1%
74
-64.9%
0.00%
-75.0%
Q2 2021$39,000
+5.4%
2110.0%0.00%0.0%
Q1 2021$37,000
-2.6%
211
+0.5%
0.00%
-20.0%
Q4 2020$38,000
+11.8%
2100.0%0.01%0.0%
Q3 2020$34,000
+6.2%
210
+0.5%
0.01%0.0%
Q2 2020$32,000
+14.3%
2090.0%0.01%0.0%
Q1 2020$28,000
-15.2%
209
+0.5%
0.01%0.0%
Q4 2019$33,000
+13.8%
2080.0%0.01%0.0%
Q3 2019$29,000
-6.5%
208
+0.5%
0.01%
-16.7%
Q2 2019$31,000
+6.9%
207
+8.4%
0.01%
-14.3%
Q1 2019$29,000
+52.6%
191
+44.7%
0.01%
+40.0%
Q4 2018$19,000
-13.6%
1320.0%0.01%0.0%
Q3 2018$22,000
+10.0%
132
+0.8%
0.01%0.0%
Q2 2018$20,000
+5.3%
1310.0%0.01%0.0%
Q1 2018$19,000
-5.0%
1310.0%0.01%0.0%
Q4 2017$20,0000.0%131
+0.8%
0.01%
-37.5%
Q3 2017$20,0001300.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Massachusetts Wealth Management 5,025$889,3280.82%
RiverFront Investment Group, LLC 36,114$6,3910.23%
CAHILL FINANCIAL ADVISORS INC 6,995$1,237,9110.21%
AFT, FORSYTH & COMPANY, INC. 1,325$234,4430.17%
Family Firm, Inc. 3,335$590,2370.17%
Asset Management Group, Inc. 4,120$729,2360.16%
Institute for Wealth Management, LLC. 3,370$596,3970.11%
Raab & Moskowitz Asset Management LLC 1,537$272,0190.10%
PATTEN & PATTEN INC/TN 5,876$1,039,9390.09%
SPINNAKER TRUST 6,100$1,079,5830.08%
View complete list of ISHARES TR shareholders