Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$311,787
+1.3%
5,429
-0.3%
0.07%
-6.3%
Q1 2023$307,911
+1.9%
5,443
-3.3%
0.08%
-7.1%
Q4 2022$302,055
+12.5%
5,628
+0.5%
0.08%
-1.2%
Q3 2022$268,560
-8.3%
5,602
-0.5%
0.09%
-6.5%
Q2 2022$293,000
-13.3%
5,632
+1.3%
0.09%
+4.5%
Q1 2022$338,000
-5.3%
5,557
-0.5%
0.09%
-4.3%
Q4 2021$357,000
+10.2%
5,586
+15.4%
0.09%
-5.2%
Q3 2021$324,000
+1.2%
4,841
+0.4%
0.10%
+5.4%
Q2 2021$320,000
+1.6%
4,823
+1.9%
0.09%
-15.6%
Q1 2021$315,000
+6.1%
4,733
+2.7%
0.11%
+3.8%
Q4 2020$297,000
+17.4%
4,609
+2.7%
0.10%
+6.1%
Q3 2020$253,000
+25.9%
4,490
+17.7%
0.10%
+10.0%
Q2 2020$201,000
-28.7%
3,816
-21.0%
0.09%
-25.0%
Q4 2019$282,000
+1.8%
4,831
-2.0%
0.12%
-1.6%
Q3 2019$277,000
-16.1%
4,930
-16.9%
0.12%
-19.7%
Q2 2019$330,000
+6.5%
5,931
+6.4%
0.15%
+0.7%
Q1 2019$310,000
-2.2%
5,574
-10.9%
0.15%
-21.4%
Q4 2018$317,0006,2540.19%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders