ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 80 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,855 | -67.5% | 130 | -64.2% | 0.00% | – |
Q1 2022 | $18,000 | +50.0% | 363 | +65.0% | 0.00% | – |
Q4 2021 | $12,000 | 0.0% | 220 | 0.0% | 0.00% | – |
Q3 2021 | $12,000 | 0.0% | 220 | 0.0% | 0.00% | – |
Q2 2021 | $12,000 | 0.0% | 220 | 0.0% | 0.00% | – |
Q1 2021 | $12,000 | +1100.0% | 220 | +856.5% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 23 | +27.8% | 0.00% | – |
Q3 2019 | $1,000 | -80.0% | 18 | -82.4% | 0.00% | – |
Q2 2019 | $5,000 | – | 102 | +5000.0% | 0.00% | – |
Q4 2016 | $0 | – | 2 | -50.0% | 0.00% | – |
Q3 2015 | $0 | -100.0% | 4 | -92.7% | 0.00% | – |
Q2 2015 | $3,000 | – | 55 | +1000.0% | 0.00% | – |
Q3 2014 | $0 | – | 5 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LGT Financial Advisors LLC | 42,339 | $1,906,968 | 2.42% |
Tortoise Investment Management, LLC | 334,371 | $15,060,070 | 2.24% |
Fermata Advisors, LLC | 150,001 | $6,755,888 | 1.90% |
SYKON CAPITAL LLC | 81,261 | $3,659,995 | 1.57% |
Krilogy Financial LLC | 278,070 | $12,524,295 | 1.15% |
ST GERMAIN D J CO INC | 449,024 | $20,224,041 | 1.14% |
CENTRAL BANK & TRUST CO | 108,730 | $4,897,126 | 0.85% |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 75,815 | $3,360,137 | 0.72% |
Laidlaw Wealth Management LLC | 38,576 | $1,737,463 | 0.57% |
Centennial Wealth Advisory LLC | 13,396 | $603,376 | 0.32% |