Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,500,064
-39.9%
68,621
-37.1%
0.08%
-37.7%
Q2 2023$2,496,576
+7.1%
109,021
+10.0%
0.12%
-1.6%
Q1 2023$2,331,946
+24.3%
99,126
+20.0%
0.12%
-3.9%
Q4 2022$1,876,736
+9.0%
82,603
+7.6%
0.13%
-0.8%
Q3 2022$1,721,000
-29.5%
76,741
-24.8%
0.13%
-33.7%
Q2 2022$2,440,000
+20.9%
102,080
+22.8%
0.20%
+23.3%
Q1 2022$2,019,000
+125.6%
83,102
+146.2%
0.16%
+78.7%
Q3 2021$895,000
-6.9%
33,750
-6.6%
0.09%
-9.2%
Q2 2021$961,000
+14.3%
36,135
+12.5%
0.10%0.0%
Q1 2021$841,000
+2.8%
32,118
+7.0%
0.10%
-3.9%
Q4 2020$818,000
+22.8%
30,020
+26.0%
0.10%
+5.2%
Q3 2020$666,000
-8.8%
23,821
-8.6%
0.10%
-16.4%
Q2 2020$730,000
-6.6%
26,072
-6.7%
0.12%
-21.6%
Q1 2020$782,000
+5.0%
27,936
-2.8%
0.15%
+29.8%
Q4 2019$745,000
+4.3%
28,729
+6.0%
0.11%
-2.6%
Q3 2019$714,000
+20.4%
27,113
+18.1%
0.12%
+2.6%
Q2 2019$593,000
+80.8%
22,967
+76.9%
0.11%
+44.3%
Q1 2019$328,000
+144.8%
12,980
+138.7%
0.08%
+132.4%
Q4 2018$134,000
+15.5%
5,438
+13.7%
0.03%
+30.8%
Q3 2018$116,000
-17.1%
4,782
-15.7%
0.03%
-25.7%
Q2 2018$140,000
-47.8%
5,670
-47.8%
0.04%
-52.7%
Q1 2018$268,000
-8.2%
10,871
-6.6%
0.07%
-7.5%
Q4 2017$292,000
+12.3%
11,636
+11.5%
0.08%
-25.2%
Q3 2017$260,000
+72.2%
10,436
+72.6%
0.11%
+50.7%
Q2 2017$151,000
+208.2%
6,046
+206.9%
0.07%
+115.2%
Q4 2016$49,0001,9700.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders