Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,014,712
-17.0%
10,521
-16.0%
0.05%
-15.0%
Q2 2023$1,222,939
-25.2%
12,530
-24.2%
0.06%
-31.0%
Q1 2023$1,635,055
-9.7%
16,529
-11.5%
0.09%
-29.8%
Q4 2022$1,810,524
+147.3%
18,673
+148.1%
0.12%
+125.5%
Q3 2022$732,000
+14.2%
7,526
+19.1%
0.06%
+7.8%
Q2 2022$641,000
-2.4%
6,318
-0.2%
0.05%
-1.9%
Q1 2022$657,000
-4.4%
6,329
-2.7%
0.05%
-23.5%
Q3 2021$687,000
+44.9%
6,507
+45.8%
0.07%
+38.8%
Q2 2021$474,000
+84.4%
4,462
+83.7%
0.05%
+63.3%
Q1 2021$257,000
+110.7%
2,429
+108.3%
0.03%
+100.0%
Q4 2020$122,000
+0.8%
1,166
+0.5%
0.02%
-16.7%
Q3 2020$121,000
+18.6%
1,160
+16.6%
0.02%
+12.5%
Q2 2020$102,000
+20.0%
995
+17.3%
0.02%0.0%
Q1 2020$85,000
+60.4%
848
+61.2%
0.02%
+100.0%
Q4 2019$53,0000.0%5260.0%0.01%
-11.1%
Q3 2019$53,000
+10.4%
526
+11.2%
0.01%0.0%
Q2 2019$48,000
+60.0%
473
+55.1%
0.01%
+28.6%
Q1 2019$30,0003050.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders