AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$739,000
-2.1%
15,354
+1.5%
0.01%
+10.0%
Q1 2022$755,000
+2.9%
15,127
+9.3%
0.01%
-9.1%
Q4 2021$734,000
+25.7%
13,835
+27.3%
0.01%
+10.0%
Q3 2021$584,000
+2.1%
10,872
+3.1%
0.01%0.0%
Q2 2021$572,00010,5470.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
LGT Financial Advisors LLC 42,339$1,906,9682.42%
Tortoise Investment Management, LLC 334,371$15,060,0702.24%
Fermata Advisors, LLC 150,001$6,755,8881.90%
SYKON CAPITAL LLC 81,261$3,659,9951.57%
Krilogy Financial LLC 278,070$12,524,2951.15%
ST GERMAIN D J CO INC 449,024$20,224,0411.14%
CENTRAL BANK & TRUST CO 108,730$4,897,1260.85%
SCHMIDT P J INVESTMENT MANAGEMENT INC 75,815$3,360,1370.72%
Laidlaw Wealth Management LLC 38,576$1,737,4630.57%
Centennial Wealth Advisory LLC 13,396$603,3760.32%
View complete list of ISHARES TR shareholders