Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is MCHI and the CUSIP is 46429B671. A total of 116 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 2.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$91,172
+19.8%
2,162
+12.8%
0.00%0.0%
Q1 2024$76,123
+35.2%
1,916
+28.2%
0.00%
+50.0%
Q4 2023$56,287
-9.5%
1,495
+0.8%
0.00%
-33.3%
Q3 2023$62,197
+44.1%
1,483
+53.7%
0.00%
+50.0%
Q2 2023$43,174
-3.9%
9650.0%0.00%0.0%
Q1 2023$44,940
-47.6%
965
-46.5%
0.00%
-66.7%
Q4 2022$85,690
+53.0%
1,804
+15.3%
0.01%
+50.0%
Q3 2022$56,000
-21.1%
1,565
+22.8%
0.00%
-33.3%
Q2 2022$71,000
+18.3%
1,274
+1.7%
0.01%
+20.0%
Q1 2022$60,000
+71.4%
1,253
+139.6%
0.01%
+66.7%
Q3 2021$35,000
-27.1%
523
-9.5%
0.00%
-40.0%
Q2 2021$48,000
+2.1%
578
+0.3%
0.01%
-16.7%
Q1 2021$47,000
-2.1%
576
-3.2%
0.01%0.0%
Q4 2020$48,000
+14.3%
595
+4.6%
0.01%0.0%
Q3 2020$42,000
+35.5%
569
+19.5%
0.01%
+20.0%
Q2 2020$31,000
+244.4%
476
+217.3%
0.01%
+150.0%
Q1 2020$9,000
-80.9%
150
-79.6%
0.00%
-71.4%
Q4 2019$47,000
+487.5%
737
+391.3%
0.01%
+600.0%
Q3 2019$8,000
-11.1%
1500.0%0.00%
-50.0%
Q2 2019$9,000
-55.0%
150
-52.4%
0.00%
-60.0%
Q1 2019$20,000
+150.0%
315
+110.0%
0.01%
+150.0%
Q4 2018$8,000
-11.1%
1500.0%0.00%0.0%
Q3 2018$9,000
-10.0%
1500.0%0.00%
-33.3%
Q2 2018$10,000
-52.4%
150
-50.0%
0.00%
-50.0%
Q1 2018$21,000
+110.0%
300
+100.0%
0.01%
+100.0%
Q4 2017$10,0001500.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Glovista Investments LLC 727,998$43,673,00011.36%
XPONANCE, INC. 443,089$26,534,0008.92%
Progeny 3, Inc. 212,710$12,739,0008.87%
Accuvest Global Advisors 167,989$10,061,0003.74%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,112,000$66,598,0002.86%
Pictet North America Advisors SA 345,967$20,720,0002.75%
Richard Bernstein Advisors LLC 1,303,728$78,082,0002.24%
Shamrock Asset Management LLC 38,231$2,290,0001.45%
Lattice Strategies LLC 28,112$1,684,0001.30%
USS Investment Management Ltd 2,070,000$123,983,0001.25%
View complete list of ISHARES TR shareholders