Global Retirement Partners, LLC - ISHARES TR ownership

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ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 112 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$168,303
+827.0%
3,465
+881.6%
0.01%
+700.0%
Q2 2023$18,155
+7.2%
353
+4.1%
0.00%0.0%
Q1 2023$16,943
+70.4%
339
+60.7%
0.00%0.0%
Q4 2022$9,942
+10.5%
211
+2.9%
0.00%0.0%
Q3 2022$9,0000.0%205
+9.0%
0.00%0.0%
Q2 2022$9,0000.0%188
+6.2%
0.00%0.0%
Q1 2022$9,000
-65.4%
177
-62.3%
0.00%
-66.7%
Q3 2021$26,000
-40.9%
469
-40.9%
0.00%
-40.0%
Q2 2021$44,000
+238.5%
793
+188.4%
0.01%
+150.0%
Q4 2019$13,0000.0%2750.0%0.00%0.0%
Q3 2019$13,0000.0%2750.0%0.00%0.0%
Q2 2019$13,000
+8.3%
2750.0%0.00%
-33.3%
Q1 2019$12,000
+9.1%
2750.0%0.00%0.0%
Q4 2018$11,000
-8.3%
2750.0%0.00%0.0%
Q3 2018$12,0000.0%2750.0%0.00%0.0%
Q2 2018$12,0000.0%2750.0%0.00%0.0%
Q1 2018$12,0000.0%2750.0%0.00%0.0%
Q4 2017$12,000
+9.1%
2750.0%0.00%
-40.0%
Q3 2017$11,0000.0%2750.0%0.01%0.0%
Q2 2017$11,0000.0%2750.0%0.01%
-16.7%
Q1 2017$11,0000.0%2750.0%0.01%
-14.3%
Q4 2016$11,000–275–0.01%–
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Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders