Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 77 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64,054
+25.7%
2,847
+12.4%
0.00%
+50.0%
Q2 2023$50,964
+1418.6%
2,533
+1233.2%
0.00%
Q1 2023$3,356
-16.3%
190
+0.5%
0.00%
Q4 2022$4,010189
+9350.0%
0.00%
Q3 2022$0
-100.0%
2
-99.9%
0.00%
-100.0%
Q2 2022$55,000
-11.3%
3,453
+8.1%
0.00%
-20.0%
Q1 2022$62,000
-38.6%
3,195
-72.8%
0.01%
-68.8%
Q2 2020$101,000
+27.8%
11,757
-12.0%
0.02%
+6.7%
Q1 2020$79,000
-63.1%
13,353
+26.8%
0.02%
-54.5%
Q4 2019$214,000
+18.9%
10,534
+3.0%
0.03%
+10.0%
Q3 2019$180,000
+1700.0%
10,228
+3539.9%
0.03%
+650.0%
Q3 2017$10,0002810.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
EWG Elevate Inc. 483,043$5,429,0002.50%
Van Cleef Asset Management,Inc 168,045$1,889,0000.31%
Occidental Asset Management, LLC 37,815$425,0000.14%
GRIMES & COMPANY, INC. 94,063$1,057,0000.06%
Family Firm, Inc. 12,512$162,0000.05%
Mutual Advisors, LLC 20,354$229,0000.02%
Tower Research Capital LLC (TRC) 39,874$448,0000.01%
DOWLING & YAHNKE LLC 10,000$112,0000.01%
STEPHENS INC /AR/ 16,081$181,0000.00%
QUADRANT CAPITAL GROUP LLC 784$9,0000.00%
View complete list of ISHARES TR shareholders