Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 132 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$276,723
+27.1%
6,557
+28.1%
0.01%
+12.5%
Q1 2024$217,713
+14.1%
5,117
+13.3%
0.01%0.0%
Q4 2023$190,886
-28.4%
4,517
-31.5%
0.01%
-38.5%
Q3 2023$266,762
-0.2%
6,592
+2.2%
0.01%0.0%
Q2 2023$267,311
-0.2%
6,449
-1.0%
0.01%
-7.1%
Q1 2023$267,815
-71.4%
6,513
-71.5%
0.01%
-78.1%
Q4 2022$935,232
+24.4%
22,872
+24.2%
0.06%
+12.3%
Q3 2022$752,000
+726.4%
18,417
+720.7%
0.06%
+714.3%
Q2 2022$91,000
-5.2%
2,244
-1.9%
0.01%
-12.5%
Q1 2022$96,000
-4.0%
2,288
+4.9%
0.01%
-20.0%
Q3 2021$100,000
-21.9%
2,182
-21.3%
0.01%
-23.1%
Q2 2021$128,000
+12.3%
2,774
+11.1%
0.01%0.0%
Q1 2021$114,000
-54.4%
2,496
-54.7%
0.01%
-58.1%
Q4 2020$250,000
-12.6%
5,504
-15.4%
0.03%
-26.2%
Q3 2020$286,000
-5.9%
6,507
-8.1%
0.04%
-12.5%
Q2 2020$304,000
+305.3%
7,084
+288.2%
0.05%
+242.9%
Q1 2020$75,000
-55.1%
1,825
-49.3%
0.01%
-46.2%
Q4 2019$167,000
+882.4%
3,601
+903.1%
0.03%
+766.7%
Q3 2019$17,000
+41.7%
359
+39.1%
0.00%
+50.0%
Q2 2019$12,000
+300.0%
258
+263.4%
0.00%
+100.0%
Q1 2019$3,0000.0%710.0%0.00%0.0%
Q4 2018$3,0000.0%710.0%0.00%0.0%
Q3 2018$3,0000.0%710.0%0.00%0.0%
Q2 2018$3,0000.0%710.0%0.00%0.0%
Q1 2018$3,0000.0%710.0%0.00%0.0%
Q4 2017$3,0000.0%710.0%0.00%0.0%
Q3 2017$3,0000.0%710.0%0.00%0.0%
Q2 2017$3,0000.0%710.0%0.00%
-50.0%
Q1 2017$3,0000.0%710.0%0.00%0.0%
Q4 2016$3,000710.00%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders