Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 304 filers reported holding ISHARES TR in Q2 2022. 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 2023$74,238
-56.5%
3,053
-54.6%
0.00%
-50.0%
Q2 2023$170,550
-0.5%
6,722
-2.3%
0.01%
-11.1%
Q1 2023$171,379
+8.1%
6,880
+6.8%
0.01%
-18.2%
Q4 2022$158,525
+39.1%
6,441
+35.7%
0.01%
+22.2%
Q3 2022$114,000
-58.2%
4,746
-57.2%
0.01%
-59.1%
Q2 2022$273,000
+11.9%
11,088
+17.1%
0.02%
+15.8%
Q1 2022$244,000
+55.4%
9,467
+81.8%
0.02%
+18.8%
Q3 2021$157,000
+28.7%
5,206
+27.9%
0.02%
+33.3%
Q2 2021$122,000
+5.2%
4,069
+2.3%
0.01%
-14.3%
Q1 2021$116,000
+1833.3%
3,978
+1889.0%
0.01%
+1300.0%
Q4 2020$6,000
+20.0%
2000.0%0.00%0.0%
Q3 2020$5,000
+66.7%
200
+58.7%
0.00%
Q2 2020$3,0001260.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders