ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 44 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,000 | -98.9% | 4 | -99.8% | 0.00% | -100.0% |
| Q4 2017 | $91,000 | -36.4% | 1,757 | -36.2% | 0.01% | -33.3% |
| Q3 2017 | $143,000 | -18.3% | 2,756 | -18.6% | 0.02% | -25.0% |
| Q2 2017 | $175,000 | -16.7% | 3,387 | -17.3% | 0.02% | -4.0% |
| Q1 2017 | $210,000 | -12.5% | 4,096 | -12.6% | 0.02% | -13.8% |
| Q4 2016 | $240,000 | -29.6% | 4,685 | -26.9% | 0.03% | -21.6% |
| Q3 2016 | $341,000 | -1.7% | 6,408 | -1.7% | 0.04% | +5.7% |
| Q2 2016 | $347,000 | +88.6% | 6,516 | +84.6% | 0.04% | +118.8% |
| Q1 2016 | $184,000 | +18300.0% | 3,529 | +44012.5% | 0.02% | – |
| Q4 2015 | $1,000 | -90.9% | 8 | -96.0% | 0.00% | -100.0% |
| Q2 2015 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tortoise Investment Management, LLC | 337,037 | $16,801,000 | 3.11% |
| BerganKDV Wealth Management, LLC | 503,597 | $25,104,000 | 2.68% |
| Relative Value Partners Group, LLC | 408,143 | $20,346,000 | 1.41% |
| Fermata Advisors, LLC | 68,308 | $3,405,000 | 1.28% |
| ST GERMAIN D J CO INC | 411,939 | $20,535,000 | 1.16% |
| Wealthcare Advisory Partners LLC | 348,588 | $17,377,000 | 1.06% |
| Insight Wealth Partners, LLC | 31,492 | $1,570,000 | 0.87% |
| Centennial Wealth Advisory LLC | 30,477 | $1,519,000 | 0.83% |
| Advisors Capital Management, LLC | 500,071 | $24,929,000 | 0.68% |
| Financial Gravity Asset Management, Inc. | 300 | $13,269,000 | 0.37% |