Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,564
-77.4%
606
-74.2%
0.00%
-66.7%
Q2 2023$55,499
-21.8%
2,352
-30.6%
0.00%
-25.0%
Q1 2023$70,988
-10.4%
3,388
-3.0%
0.00%
-20.0%
Q4 2022$79,242
+58.5%
3,492
+66.2%
0.01%
+25.0%
Q3 2022$50,000
+100.0%
2,101
+125.2%
0.00%
+100.0%
Q2 2022$25,000
-10.7%
9330.0%0.00%0.0%
Q1 2022$28,000
-95.3%
933
-94.3%
0.00%
-96.6%
Q3 2021$595,000
+3618.8%
16,453
+3699.8%
0.06%
+2850.0%
Q2 2021$16,000
+6.7%
4330.0%0.00%0.0%
Q1 2021$15,000
+7.1%
4330.0%0.00%0.0%
Q4 2020$14,000
+27.3%
4330.0%0.00%0.0%
Q3 2020$11,0000.0%4330.0%0.00%0.0%
Q2 2020$11,000
+37.5%
4330.0%0.00%0.0%
Q1 2020$8,000
-57.9%
4330.0%0.00%
-33.3%
Q4 2019$19,000
+5.6%
4330.0%0.00%0.0%
Q3 2019$18,000
-33.3%
433
-31.4%
0.00%
-40.0%
Q2 2019$27,000
+28.6%
631
+31.2%
0.01%0.0%
Q1 2019$21,000
+10.5%
4810.0%0.01%0.0%
Q4 2018$19,000
-9.5%
4810.0%0.01%0.0%
Q3 2018$21,000
-25.0%
481
-25.2%
0.01%
-28.6%
Q2 2018$28,000
-15.2%
643
-16.3%
0.01%
-22.2%
Q1 2018$33,000
-5.7%
7680.0%0.01%
-10.0%
Q4 2017$35,000
-2.8%
7680.0%0.01%
-33.3%
Q3 2017$36,0000.0%7680.0%0.02%
-11.8%
Q2 2017$36,000
-32.1%
768
-34.9%
0.02%
-43.3%
Q1 2017$53,000
+29.3%
1,180
+20.5%
0.03%
+7.1%
Q4 2016$41,0009790.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders