Global Retirement Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$484,650
-3.5%
13,644
+6.2%
0.02%
-4.0%
Q2 2023$502,100
+4.7%
12,848
-1.5%
0.02%0.0%
Q1 2023$479,701
+100.4%
13,046
+97.6%
0.02%
+56.2%
Q4 2022$239,352
+25.3%
6,601
+23.7%
0.02%
+14.3%
Q3 2022$191,000
-19.7%
5,338
-23.5%
0.01%
-26.3%
Q2 2022$238,000
+29.3%
6,980
+40.4%
0.02%
+35.7%
Q1 2022$184,000
+9100.0%
4,972
+9844.0%
0.01%
Q3 2021$2,0000.0%500.0%0.00%
Q2 2021$2,000500.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders