Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 128 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2023
NameSharesValueWeighting ↓
SUNTRUST BANKS INC 3,646,052$164,034,0001.11%
Alexandria Capital, LLC 96,621$4,347,0001.06%
ASSETMARK, INC 2,012,260$90,532,0000.94%
IFC Holdings Incorporated/FL 38,478$1,747,0000.27%
NATIONAL PLANNING CORP 50,315$2,436,0000.22%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 167,406$7,532,0000.18%
ENVESTNET ASSET MANAGEMENT INC 695,202$31,277,0000.16%
JANE STREET GROUP, LLC 389,320$17,516,0000.11%
INVESTMENT CENTERS OF AMERICA INC 14,940$668,0000.10%
First Allied Advisory Services, Inc. 31,350$1,397,0000.08%
View complete list of ISHARES TR shareholders