Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$332,655
-39.3%
13,097
-37.1%
0.09%
-33.1%
Q2 2023$547,996
-2.1%
20,813
+2.2%
0.13%
-9.7%
Q1 2023$559,595
+3.2%
20,356
+1.9%
0.14%
-5.9%
Q4 2022$542,479
+20.0%
19,973
-0.4%
0.15%
+5.5%
Q3 2022$451,903
-17.8%
20,058
-0.9%
0.14%
-15.7%
Q2 2022$550,000
-18.4%
20,240
-4.6%
0.17%
-1.7%
Q1 2022$674,000
+0.4%
21,207
-1.4%
0.18%
+1.7%
Q4 2021$671,000
-37.2%
21,510
-38.8%
0.17%
-46.4%
Q3 2021$1,069,000
-7.5%
35,134
-1.5%
0.32%
-3.9%
Q2 2021$1,156,000
+3.5%
35,672
+0.5%
0.33%
-13.7%
Q1 2021$1,117,000
+5.1%
35,478
-1.6%
0.39%
+2.9%
Q4 2020$1,063,000
+22.0%
36,066
+3.2%
0.38%
+9.9%
Q3 2020$871,000
+1.6%
34,938
+2.4%
0.34%
-10.5%
Q2 2020$857,000
+14.3%
34,125
+2.9%
0.38%
-8.4%
Q1 2020$750,000
-33.1%
33,177
-0.6%
0.42%
-12.4%
Q4 2019$1,121,000
+11.7%
33,391
+2.3%
0.48%
+7.4%
Q3 2019$1,004,000
+3.9%
32,648
+3.8%
0.44%
-0.4%
Q2 2019$966,000
+2.0%
31,441
+2.4%
0.44%
-3.5%
Q1 2019$947,000
+8.5%
30,695
+1.0%
0.46%
-13.0%
Q4 2018$873,00030,4050.53%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders