Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$235,410
+1815.9%
2,421
+2061.6%
0.01%
+1100.0%
Q2 2023$12,287
-0.4%
112
-8.2%
0.00%0.0%
Q1 2023$12,332
-28.7%
122
-23.8%
0.00%0.0%
Q4 2022$17,298
-3.9%
1600.0%0.00%0.0%
Q3 2022$18,000
+157.1%
160
+128.6%
0.00%0.0%
Q2 2022$7,000
-12.5%
700.0%0.00%0.0%
Q1 2022$8,000
-27.3%
70
-7.9%
0.00%0.0%
Q3 2021$11,0000.0%76
+8.6%
0.00%0.0%
Q2 2021$11,000
-64.5%
70
-67.1%
0.00%
-75.0%
Q1 2021$31,000
+24.0%
2130.0%0.00%
+33.3%
Q4 2020$25,000
+31.6%
2130.0%0.00%0.0%
Q3 2020$19,000
-80.2%
213
-80.7%
0.00%
-80.0%
Q2 2020$96,000
+28.0%
1,101
-2.0%
0.02%
+7.1%
Q1 2020$75,000
-35.9%
1,124
-4.6%
0.01%
-22.2%
Q4 2019$117,000
+8.3%
1,178
-4.0%
0.02%0.0%
Q3 2019$108,000
-5.3%
1,227
+0.4%
0.02%
-18.2%
Q2 2019$114,000
-36.3%
1,222
-36.6%
0.02%
-48.8%
Q1 2019$179,000
+6.5%
1,926
-5.5%
0.04%0.0%
Q4 2018$168,000
-25.3%
2,038
-3.6%
0.04%
-15.7%
Q3 2018$225,000
+73.1%
2,114
+71.5%
0.05%
+54.5%
Q2 2018$130,000
+8.3%
1,233
-1.5%
0.03%0.0%
Q1 2018$120,0000.0%1,252
-0.2%
0.03%0.0%
Q4 2017$120,000
-9.8%
1,255
-10.6%
0.03%
-40.0%
Q3 2017$133,000
+6.4%
1,404
-0.4%
0.06%
-6.8%
Q2 2017$125,000
+20.2%
1,409
+15.5%
0.06%
+1.7%
Q1 2017$104,000
+31.6%
1,220
+32.6%
0.06%
+9.4%
Q4 2016$79,0009200.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders