Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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$11,0002750.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders