Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$6,142
+0.9%
1850.0%0.00%
Q1 2023$6,085
+6.7%
1850.0%0.00%
Q4 2022$5,704
+14.1%
1850.0%0.00%
Q3 2022$5,000
-16.7%
1850.0%0.00%
Q2 2022$6,0000.0%1850.0%0.00%
Q1 2022$6,0001850.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders