Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 94 filers reported holding ISHARES TR in Q2 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
Q3 2020$7,0000.0%2420.0%0.00%0.0%
Q2 2020$7,000
-12.5%
242
-26.9%
0.00%
-50.0%
Q1 2020$8,000
-42.9%
331
-22.7%
0.00%0.0%
Q4 2019$14,000
+7.7%
4280.0%0.00%0.0%
Q3 2019$13,000
+30.0%
428
+36.3%
0.00%0.0%
Q2 2019$10,000
+233.3%
314
+223.7%
0.00%
+100.0%
Q1 2019$3,0000.0%970.0%0.00%0.0%
Q4 2018$3,0000.0%970.0%0.00%0.0%
Q3 2018$3,000
-25.0%
97
-26.0%
0.00%0.0%
Q2 2018$4,0000.0%1310.0%0.00%0.0%
Q1 2018$4,000
+100.0%
131
+79.5%
0.00%0.0%
Q4 2017$2,000
-85.7%
73
-85.3%
0.00%
-87.5%
Q1 2017$14,0004980.01%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 219,896$6,345,0003.84%
Permanens Capital L.P. 300,007$8,657,0001.95%
Endowment Wealth Management, Inc. 50,330$1,452,0001.76%
Robertson Stephens Wealth Management, LLC 329,205$9,499,0000.99%
Psagot Value Holdings Ltd. / (Israel) 55,257$1,594,0000.45%
55I, LLC 299,935$8,655,0000.24%
DIMENSION CAPITAL MANAGEMENT LLC 28,749$829,0000.20%
Financial Network Wealth Management LLC 7,196$208,0000.13%
FLOW TRADERS U.S. LLC 68,281$1,970,0000.11%
Clearwater Capital Advisors, LLC 16,950$489,0000.07%
View complete list of ISHARES TR shareholders