Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$65,772
-6.0%
1,6240.0%0.00%0.0%
Q2 2023$69,946
-2.1%
1,6240.0%0.00%
-25.0%
Q1 2023$71,438
+2.9%
1,6240.0%0.00%
-20.0%
Q4 2022$69,442
+2.1%
1,6240.0%0.01%0.0%
Q3 2022$68,000
-6.8%
1,6240.0%0.01%
-16.7%
Q2 2022$73,000
-1.4%
1,6240.0%0.01%0.0%
Q1 2022$74,000
+335.3%
1,624
+390.6%
0.01%
+200.0%
Q3 2021$17,0000.0%3310.0%0.00%0.0%
Q2 2021$17,0000.0%3310.0%0.00%0.0%
Q1 2021$17,0000.0%3310.0%0.00%0.0%
Q4 2020$17,0000.0%3310.0%0.00%0.0%
Q3 2020$17,0000.0%3310.0%0.00%
-33.3%
Q2 2020$17,0000.0%3310.0%0.00%0.0%
Q1 2020$17,0000.0%3310.0%0.00%0.0%
Q4 2019$17,0000.0%3310.0%0.00%0.0%
Q3 2019$17,0000.0%3310.0%0.00%0.0%
Q2 2019$17,000
+54.5%
331
+48.4%
0.00%0.0%
Q1 2019$11,0000.0%2230.0%0.00%0.0%
Q4 2018$11,000
+22.2%
223
+18.6%
0.00%
+50.0%
Q3 2018$9,0000.0%1880.0%0.00%0.0%
Q2 2018$9,0000.0%1880.0%0.00%0.0%
Q1 2018$9,000
+50.0%
188
+67.9%
0.00%0.0%
Q4 2017$6,000
+100.0%
112
+96.5%
0.00%
+100.0%
Q3 2017$3,000570.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders