Cedar Brook Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$269,340
+2.4%
5,522
+3.5%
0.07%
+11.1%
Q2 2023$263,037
-2.1%
5,337
-2.8%
0.06%
-8.7%
Q1 2023$268,663
+6.3%
5,489
+3.2%
0.07%
-2.8%
Q4 2022$252,801
-5.9%
5,317
-4.4%
0.07%
-17.4%
Q3 2022$268,711
-4.4%
5,560
-1.5%
0.09%
-2.3%
Q2 2022$281,000
-32.9%
5,647
-29.7%
0.09%
-19.3%
Q1 2022$419,000
+11.4%
8,029
+16.5%
0.11%
+13.5%
Q4 2021$376,000
+25.3%
6,889
+26.3%
0.10%
+6.7%
Q3 2021$300,000
+33.9%
5,455
+33.9%
0.09%
+38.5%
Q2 2021$224,0004,0730.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders