Partnervest Advisory Services LLC - ISHARES TR ownership

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
Partnervest Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2014$16,0000.0%3150.0%0.01%0.0%
Q1 2014$16,000
+23.1%
315
+26.0%
0.01%
+16.7%
Q4 2013$13,000
-45.8%
250
-46.2%
0.01%
-50.0%
Q3 2013$24,000
+100.0%
465
+97.9%
0.01%
+140.0%
Q2 2013$12,0002350.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ST GERMAIN D J CO INC 367,608$18,416,0002.19%
Hugh Johnson Advisors LLC 149,359$7,483,0002.17%
Advisory Alpha, LLC 80,751$4,019,0001.01%
Advisors Capital Management, LLC 67,884$3,401,0000.23%
Crabel Capital Management, LLC 7,646$383,0000.21%
Financial Gravity Asset Management, Inc. 3,767$189,0000.18%
AlphaStar Capital Management, LLC 7,550$378,0000.12%
Callan Capital, LLC 6,451$323,0000.11%
Clear Harbor Asset Management, LLC 11,530$578,0000.11%
COLONY GROUP LLC 40,958$2,052,0000.11%
View complete list of ISHARES TR shareholders