Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 143 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$807,535
-6.7%
14,1520.0%0.21%
+2.4%
Q2 2023$865,985
-0.3%
14,152
+1.0%
0.21%
-7.6%
Q1 2023$868,269
+4.3%
14,016
+0.4%
0.22%
-5.1%
Q4 2022$832,553
+10.1%
13,960
-1.1%
0.24%
-3.3%
Q3 2022$756,365
-7.0%
14,111
+0.4%
0.24%
-4.7%
Q2 2022$813,000
-1.6%
14,060
+5.7%
0.26%
+19.2%
Q1 2022$826,000
-1.0%
13,300
+3.2%
0.21%0.0%
Q4 2021$834,000
+58.6%
12,891
+47.1%
0.21%
+35.4%
Q3 2021$526,000
-17.7%
8,763
-16.2%
0.16%
-14.6%
Q2 2021$639,000
+14.9%
10,457
+9.3%
0.18%
-4.1%
Q1 2021$556,000
+18.8%
9,568
+19.2%
0.19%
+16.3%
Q4 2020$468,000
+18.2%
8,025
+12.4%
0.17%
+7.1%
Q3 2020$396,000
+41.4%
7,141
+31.9%
0.16%
+24.0%
Q2 2020$280,000
-4.1%
5,416
-11.4%
0.12%
-22.8%
Q1 2020$292,000
-5.2%
6,115
+10.1%
0.16%
+23.7%
Q4 2019$308,0005,5550.13%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Slow Capital, Inc. 37,625$1,844,0000.94%
InterOcean Capital, LLC 77,025$3,775,0000.44%
Madden Advisory Services, Inc. 11,092$543,0000.34%
Affiance Financial, LLC 6,700$328,0000.25%
PFG Advisors 5,748$282,0000.25%
Perigon Wealth Management, LLC 15,228$746,0000.22%
IHT Wealth Management, LLC 16,715$819,0000.21%
PICTET BANK & TRUST Ltd 10,400$510,0000.17%
American Financial Network Advisory Services LLC 19$250,0000.14%
Hilltop Holdings Inc. 12,762$625,0000.13%
View complete list of ISHARES TR shareholders