Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 41 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,213,337
+87.6%
24,306
+87.7%
0.04%
+58.3%
Q1 2024$646,740
+42.1%
12,948
+40.4%
0.02%
+26.3%
Q4 2023$455,039
+9.4%
9,219
+7.5%
0.02%
-9.5%
Q3 2023$416,013
+2.0%
8,578
+3.6%
0.02%
+5.0%
Q2 2023$408,052
-15.0%
8,279
-15.1%
0.02%
-23.1%
Q1 2023$480,315
+5.7%
9,753
+2.1%
0.03%
-16.1%
Q4 2022$454,290
+28.0%
9,554
+31.2%
0.03%
+14.8%
Q3 2022$355,000
-42.2%
7,280
-41.0%
0.03%
-44.9%
Q2 2022$614,000
-2.2%
12,3340.0%0.05%0.0%
Q1 2022$628,000
+8.7%
12,334
+17.4%
0.05%
-14.0%
Q3 2021$578,000
-0.2%
10,5100.0%0.06%
-3.4%
Q2 2021$579,000
+16.5%
10,510
+16.1%
0.06%
+1.7%
Q1 2021$497,000
+0.4%
9,056
+2.8%
0.06%
-6.5%
Q4 2020$495,000
+1.0%
8,813
+0.0%
0.06%
-13.9%
Q3 2020$490,000
-0.2%
8,8100.0%0.07%
-7.7%
Q2 2020$491,000
+1.9%
8,810
-0.0%
0.08%
-14.3%
Q1 2020$482,000
+7933.3%
8,811
+7561.7%
0.09%
+9000.0%
Q4 2019$6,0000.0%1150.0%0.00%0.0%
Q3 2019$6,000
-33.3%
115
-26.8%
0.00%
-50.0%
Q2 2019$9,000
+50.0%
157
+41.4%
0.00%
+100.0%
Q1 2019$6,0000.0%1110.0%0.00%
-50.0%
Q4 2018$6,000
+20.0%
111
+18.1%
0.00%
+100.0%
Q3 2018$5,0000.0%940.0%0.00%0.0%
Q2 2018$5,0000.0%940.0%0.00%0.0%
Q1 2018$5,000
+66.7%
94
+64.9%
0.00%0.0%
Q4 2017$3,000
+50.0%
57
+39.0%
0.00%0.0%
Q3 2017$2,000410.00%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Matson Money. Inc. 7,225,511$396,397,00020.53%
Trinity Wealth Management, LLC 145,904$7,979,00010.45%
Boston Standard Wealth Management, LLC 304,562$16,586,000,0009.01%
NYL Investors LLC 329,900$18,042,0008.01%
Certified Advisory Corp 343,377$18,779,0007.42%
PRUDENT INVESTORS NETWORK, INC. 172,488$9,433,0007.23%
DOHJ, LLC 118,661$6,490,0006.30%
LEGG MASON, INC. 1,033$57,0005.94%
MBE Wealth Management, LLC 93,993$5,140,0004.90%
Allworth Financial LP 2,551,349$139,533,0004.64%
View complete list of ISHARES TR shareholders