Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$514,878
-7.8%
11,894
+0.0%
0.13%
+0.8%
Q2 2023$558,315
+1.6%
11,892
+3.3%
0.13%
-5.7%
Q1 2023$549,325
+0.1%
11,516
-3.8%
0.14%
-9.0%
Q4 2022$548,920
+5.4%
11,975
-3.8%
0.16%
-7.2%
Q3 2022$520,681
-11.9%
12,448
-1.5%
0.17%
-9.7%
Q2 2022$591,000
-3.0%
12,639
+5.5%
0.18%
+17.1%
Q1 2022$609,000
+7.2%
11,982
+0.3%
0.16%
+8.2%
Q4 2021$568,000
+11.8%
11,945
+8.0%
0.15%
-3.9%
Q3 2021$508,000
-4.2%
11,058
-5.3%
0.15%
-0.7%
Q2 2021$530,000
+1.9%
11,671
+1.1%
0.15%
-15.0%
Q1 2021$520,000
+4.8%
11,546
+1.8%
0.18%
+2.3%
Q4 2020$496,000
+17.0%
11,346
+3.2%
0.18%
+6.0%
Q3 2020$424,000
+0.2%
10,999
-0.4%
0.17%
-11.7%
Q2 2020$423,000
+9.9%
11,041
-2.1%
0.19%
-12.1%
Q1 2020$385,000
-27.6%
11,280
+1.6%
0.21%
-5.3%
Q4 2019$532,000
+3.1%
11,099
+0.0%
0.23%
-0.9%
Q3 2019$516,000
+2.6%
11,097
+1.9%
0.23%
-1.7%
Q2 2019$503,000
+4.8%
10,891
+1.6%
0.23%
-0.4%
Q1 2019$480,000
+3.7%
10,715
-8.9%
0.23%
-17.1%
Q4 2018$463,00011,7560.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders