Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$558,961
-10.0%
5,081
-9.9%
0.18%
-7.2%
Q2 2022$621,000
+64.7%
5,637
+65.0%
0.19%
+98.0%
Q1 2022$377,000
+71.4%
3,417
+71.3%
0.10%
+48.5%
Q3 2021$220,000
-29.7%
1,995
-29.6%
0.07%
-26.7%
Q2 2021$313,000
+7.2%
2,833
+7.3%
0.09%
-10.9%
Q1 2021$292,000
+2.8%
2,640
+2.6%
0.10%0.0%
Q4 2020$284,000
+5.2%
2,573
+5.7%
0.10%
-4.7%
Q3 2020$270,000
+1.5%
2,435
+1.2%
0.11%
-10.9%
Q2 2020$266,000
+25.5%
2,405
+25.4%
0.12%
+28.0%
Q3 2019$212,000
-4.1%
1,918
-4.0%
0.09%
-8.8%
Q2 2019$221,000
-69.6%
1,997
-69.7%
0.10%
-76.9%
Q4 2018$727,0006,5920.44%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders