ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 46 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $10,000 | -99.2% | 189 | -99.2% | 0.00% | -99.4% |
Q1 2018 | $1,233,000 | -40.7% | 24,706 | -39.2% | 0.36% | -24.4% |
Q4 2017 | $2,079,000 | +202.2% | 40,664 | +204.7% | 0.48% | +114.3% |
Q3 2017 | $688,000 | +1.5% | 13,344 | +1.2% | 0.22% | +19.8% |
Q2 2017 | $678,000 | -49.5% | 13,183 | -50.2% | 0.19% | -90.7% |
Q4 2015 | $1,342,000 | -32.0% | 26,494 | -30.5% | 2.00% | -46.6% |
Q3 2015 | $1,974,000 | +41.4% | 38,131 | +40.3% | 3.75% | +108.1% |
Q2 2015 | $1,396,000 | -3.1% | 27,182 | -1.6% | 1.80% | +13.8% |
Q1 2015 | $1,441,000 | -7.1% | 27,635 | -8.8% | 1.58% | -2.8% |
Q4 2014 | $1,551,000 | -27.1% | 30,300 | -27.0% | 1.63% | -19.5% |
Q3 2014 | $2,127,000 | – | 41,482 | – | 2.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bogart Wealth, LLC | 748,997 | $40,731,000 | 4.45% |
Tortoise Investment Management, LLC | 273,994 | $14,900,000 | 3.08% |
Relative Value Partners Group, LLC | 637,184 | $34,650,000 | 2.70% |
Wealthcare Advisory Partners LLC | 434,399 | $23,623,000 | 1.58% |
ST GERMAIN D J CO INC | 423,870 | $23,050,000 | 1.45% |
Centennial Wealth Advisory LLC | 34,114 | $1,855,000 | 1.16% |
Insight Wealth Partners, LLC | 27,516 | $1,496,000 | 0.80% |
CENTRAL BANK & TRUST CO | 72,569 | $3,946,000 | 0.64% |
Freedom Investment Management, Inc. | 132,447 | $7,202,000 | 0.54% |
Fermata Advisors, LLC | 15,651 | $851,000 | 0.50% |