Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 161 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$51,761
+3.5%
1,540
+0.9%
0.00%0.0%
Q3 2022$50,000
-3.8%
1,527
+0.8%
0.00%0.0%
Q2 2022$52,000
-3.7%
1,515
+0.1%
0.00%0.0%
Q1 2022$54,000
-78.0%
1,514
-75.7%
0.00%
-83.3%
Q3 2021$246,000
+25.5%
6,221
+26.6%
0.02%
+20.0%
Q2 2021$196,000
+53.1%
4,915
+48.4%
0.02%
+33.3%
Q1 2021$128,000
+228.2%
3,311
+228.5%
0.02%
+200.0%
Q4 2020$39,000
+5.4%
1,008
+0.8%
0.01%0.0%
Q3 2020$37,000
+105.6%
1,000
+100.0%
0.01%
+66.7%
Q2 2020$18,000
+5.9%
5000.0%0.00%0.0%
Q1 2020$17,000
-5.6%
5000.0%0.00%0.0%
Q4 2019$18,0000.0%5000.0%0.00%0.0%
Q3 2019$18,0000.0%5000.0%0.00%0.0%
Q2 2019$18,000
+80.0%
500
+66.7%
0.00%0.0%
Q2 2018$10,0000.0%3000.0%0.00%0.0%
Q1 2018$10,0003000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders