Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 230 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,488
+30.7%
750
+41.0%
0.00%0.0%
Q2 2023$32,516
+2.6%
532
+3.3%
0.00%0.0%
Q1 2023$31,683
-68.7%
515
-71.5%
0.00%
-71.4%
Q4 2022$101,324
-67.8%
1,810
-70.6%
0.01%
-70.8%
Q3 2022$315,000
-4.5%
6,154
+0.2%
0.02%
-11.1%
Q2 2022$330,000
-9.3%
6,1430.0%0.03%
-6.9%
Q1 2022$364,000
+4.0%
6,143
+17.4%
0.03%
-17.1%
Q3 2021$350,000
+2.3%
5,231
+3.2%
0.04%0.0%
Q2 2021$342,000
+8.2%
5,070
+3.7%
0.04%
-5.4%
Q1 2021$316,000
+14.1%
4,891
+8.8%
0.04%
+5.7%
Q4 2020$277,000
+14.0%
4,4960.0%0.04%
-2.8%
Q3 2020$243,000
+32.8%
4,496
+25.4%
0.04%
+24.1%
Q2 2020$183,000
+128.8%
3,584
+99.1%
0.03%
+93.3%
Q1 2020$80,0001,8000.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders