Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,621
-20.5%
16,5270.0%0.06%
-12.5%
Q2 2023$304,092
-7.4%
16,527
-0.4%
0.07%
-14.3%
Q1 2023$328,235
+0.0%
16,594
+0.4%
0.08%
-8.7%
Q4 2022$328,205
-4.0%
16,534
-7.7%
0.09%
-16.4%
Q3 2022$341,810
+0.2%
17,9050.0%0.11%
+2.8%
Q2 2022$341,000
-15.2%
17,905
-4.2%
0.11%
+2.9%
Q1 2022$402,000
+1.8%
18,688
+0.1%
0.10%
+3.0%
Q4 2021$395,000
-11.2%
18,677
-9.2%
0.10%
-24.6%
Q3 2021$445,000
-8.2%
20,573
-0.4%
0.13%
-4.3%
Q2 2021$485,000
+6.4%
20,664
+10.2%
0.14%
-11.4%
Q1 2021$456,000
+15.4%
18,753
+34.1%
0.16%
+12.9%
Q4 2020$395,00013,9810.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders