PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,194
-1.8%
8480.0%0.01%0.0%
Q2 2023$38,886
-0.7%
8480.0%0.01%0.0%
Q1 2023$39,167
+68614.0%
848
-32.1%
0.01%
-37.5%
Q4 2022$57
-99.9%
1,2480.0%0.01%
-11.1%
Q3 2022$57,000
-35.2%
1,248
-31.4%
0.01%
-35.7%
Q2 2022$88,0001,8200.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Tortoise Investment Management, LLC 337,037$16,801,0003.11%
BerganKDV Wealth Management, LLC 503,597$25,104,0002.68%
Relative Value Partners Group, LLC 408,143$20,346,0001.41%
Fermata Advisors, LLC 68,308$3,405,0001.28%
ST GERMAIN D J CO INC 411,939$20,535,0001.16%
Wealthcare Advisory Partners LLC 348,588$17,377,0001.06%
Insight Wealth Partners, LLC 31,492$1,570,0000.87%
Centennial Wealth Advisory LLC 30,477$1,519,0000.83%
Advisors Capital Management, LLC 500,071$24,929,0000.68%
Financial Gravity Asset Management, Inc. 300$13,269,0000.37%
View complete list of ISHARES TR shareholders