Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 103 filers reported holding ISHARES TR in Q3 2017. 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
Q3 2023$1,073,402
+388.4%
23,249
+393.4%
0.05%
+390.9%
Q2 2023$219,787
+45.6%
4,712
+47.8%
0.01%
+37.5%
Q1 2023$150,905
+77.6%
3,188
+74.2%
0.01%
+33.3%
Q4 2022$84,986
-57.9%
1,830
-58.4%
0.01%
-60.0%
Q3 2022$202,000
-47.5%
4,399
-45.8%
0.02%
-51.6%
Q2 2022$385,000
-1.0%
8,117
+0.0%
0.03%0.0%
Q1 2022$389,000
+92.6%
8,113
+104.7%
0.03%
+55.0%
Q3 2021$202,000
+206.1%
3,963
+208.2%
0.02%
+185.7%
Q2 2021$66,0000.0%1,286
+0.4%
0.01%
-12.5%
Q1 2021$66,0000.0%1,281
+0.3%
0.01%0.0%
Q4 2020$66,000
+1.5%
1,277
+0.6%
0.01%
-20.0%
Q3 2020$65,0000.0%1,269
+0.6%
0.01%0.0%
Q2 2020$65,000
+3.2%
1,262
+0.6%
0.01%
-16.7%
Q1 2020$63,0000.0%1,254
+0.4%
0.01%
+20.0%
Q4 2019$63,0000.0%1,249
+0.9%
0.01%0.0%
Q3 2019$63,000
-6.0%
1,238
-7.5%
0.01%
-23.1%
Q2 2019$67,000
+9.8%
1,338
+9.6%
0.01%
-13.3%
Q1 2019$61,000
+1.7%
1,221
+0.5%
0.02%0.0%
Q4 2018$60,000
-7.7%
1,215
-7.9%
0.02%0.0%
Q3 2018$65,000
+1.6%
1,319
+0.7%
0.02%
-6.2%
Q2 2018$64,000
+52.4%
1,310
+54.3%
0.02%
+33.3%
Q1 2018$42,0000.0%8490.0%0.01%0.0%
Q4 2017$42,000
+55.6%
849
+59.0%
0.01%
+9.1%
Q3 2017$27,000
+2600.0%
534
+2570.0%
0.01%
Q2 2017$1,0000.0%200.0%0.00%
-100.0%
Q1 2017$1,0000.0%200.0%0.00%0.0%
Q4 2016$1,000200.00%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders