Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 85 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$842,599
-3.2%
16,839
-0.4%
0.03%
-18.8%
Q1 2024$870,539
+4.8%
16,900
+5.1%
0.03%
-8.6%
Q4 2023$830,703
+17.6%
16,083
+5.0%
0.04%
-2.8%
Q3 2023$706,679
-9.7%
15,319
+0.9%
0.04%
-5.3%
Q2 2023$782,665
+97.6%
15,183
+99.3%
0.04%
+81.0%
Q1 2023$396,053
+31.2%
7,619
+25.6%
0.02%0.0%
Q4 2022$301,9476,064
+100966.7%
0.02%
Q3 2022$060.0%0.00%
Q2 2022$060.0%0.00%
Q1 2022$0
-100.0%
6
-97.4%
0.00%
-100.0%
Q2 2021$16,000
+100.0%
228
+98.3%
0.00%
+100.0%
Q4 2020$8,000
-71.4%
115
-76.8%
0.00%
-85.7%
Q4 2018$28,000
-3.4%
4950.0%0.01%0.0%
Q3 2018$29,0000.0%4950.0%0.01%0.0%
Q2 2018$29,000
-6.5%
495
-3.7%
0.01%
-22.2%
Q1 2018$31,000
-13.9%
514
-9.5%
0.01%
-10.0%
Q4 2017$36,000
+24.1%
568
+21.9%
0.01%
-16.7%
Q3 2017$29,000
+141.7%
466
+137.8%
0.01%
+100.0%
Q2 2017$12,0000.0%1960.0%0.01%
-14.3%
Q1 2017$12,0001960.01%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$59,219,00034.94%
NYL Investors LLC 606,996$42,739,00016.59%
AGILIS PARTNERS LLC 283,588$19,967,0007.48%
Carolina Wealth Advisors, LLC 45,883$3,231,0002.84%
Lineweaver Wealth Advisors, LLC 79,988$5,633,0002.52%
NorthCoast Asset Management LLC 501,855$35,365,0001.80%
Dai-ichi Life Insurance Company, Ltd 1,307,100$92,033,0001.65%
Tri-Star Advisors Inc. 24,541$1,746,0001.09%
PRUDENTIAL PLC 1,410,407$99,307,0000.50%
Pinnacle Family Advisors, LLC 8,194$577,0000.39%
View complete list of ISHARES TR shareholders