Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 251 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2021
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders