Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 259 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.8%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$923,648
-10.3%
14,475
-5.1%
0.05%
-6.0%
Q2 2023$1,029,567
-2.4%
15,253
+1.6%
0.05%
-10.7%
Q1 2023$1,054,860
+9.1%
15,014
-1.2%
0.06%
-15.2%
Q4 2022$966,661
+8.7%
15,203
+0.1%
0.07%
-1.5%
Q3 2022$889,000
-17.6%
15,184
-10.9%
0.07%
-23.0%
Q2 2022$1,079,000
-46.3%
17,049
-42.6%
0.09%
-44.9%
Q1 2022$2,010,000
-26.2%
29,715
-17.8%
0.16%
-41.3%
Q3 2021$2,724,000
-3.6%
36,154
-3.3%
0.27%
-6.9%
Q2 2021$2,825,000
+11.0%
37,400
+7.3%
0.29%
-3.0%
Q1 2021$2,545,000
+4.9%
34,869
+5.5%
0.30%
-2.0%
Q4 2020$2,425,000
+24.7%
33,039
+15.8%
0.30%
+6.7%
Q3 2020$1,944,000
+16.4%
28,541
+12.9%
0.28%
+7.1%
Q2 2020$1,670,000
-41.5%
25,275
-45.1%
0.27%
-50.7%
Q1 2020$2,854,000
-28.9%
46,000
-14.6%
0.54%
-12.2%
Q4 2019$4,015,000
-1.6%
53,857
-3.3%
0.62%
-8.3%
Q3 2019$4,080,000
+80.4%
55,683
+78.8%
0.67%
+55.0%
Q2 2019$2,262,000
+34.0%
31,136
+32.8%
0.43%
+6.1%
Q1 2019$1,688,000
+16.0%
23,445
+7.4%
0.41%
+9.7%
Q4 2018$1,455,000
+27.3%
21,823
+39.0%
0.37%
+44.2%
Q3 2018$1,143,000
+38.4%
15,702
+35.3%
0.26%
+23.4%
Q2 2018$826,000
+7.7%
11,606
+11.5%
0.21%
-0.9%
Q1 2018$767,000
-49.7%
10,412
-50.2%
0.21%
-49.6%
Q4 2017$1,524,000
+16.5%
20,888
+13.5%
0.42%
-22.6%
Q3 2017$1,308,000
+21.1%
18,411
+18.0%
0.54%
+6.5%
Q2 2017$1,080,000
+24.1%
15,600
+18.3%
0.51%
+4.5%
Q1 2017$870,000
+24.6%
13,186
+15.6%
0.49%
+3.6%
Q4 2016$698,00011,4050.47%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Miracle Mile Advisors, LLC 397,705$25,966,00017.48%
Merriman Wealth Management, LLC 94,151$6,354,00012.66%
Cordasco Financial Network 209,100$13,652,00010.72%
LVZ, Inc. 262,664$17,743,0009.86%
Roof Eidam Maycock Peralta, LLC 134,973$8,812,0007.27%
Estate Counselors, LLC 275,210$17,968,0006.24%
STRINGER ASSET MANAGEMENT, LLC 65,613$4,284,0004.48%
NOTTINGHAM ADVISORS, INC. 307,851$20,100,0003.31%
FOSTER & MOTLEY INC 226,504$14,788,0003.25%
MV CAPITAL MANAGEMENT, INC. 107,312$7,006,0002.84%
View complete list of ISHARES TR shareholders