Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 48 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$2,0000.0%440.0%0.00%0.0%
Q1 2019$2,000
-50.0%
44
-50.0%
0.00%0.0%
Q4 2018$4,0000.0%880.0%0.00%
-50.0%
Q3 2018$4,000
+100.0%
88
+100.0%
0.00%
+100.0%
Q2 2018$2,0000.0%440.0%0.00%0.0%
Q1 2018$2,000440.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Hugh Johnson Advisors LLC 175,290$9,010,0002.88%
ST GERMAIN D J CO INC 258,033$13,263,0001.78%
Advisory Alpha, LLC 24,847$1,285,0000.37%
Hilltop Holdings Inc. 18,020$926,0000.27%
COLONY GROUP LLC 56,659$2,912,0000.21%
Institute for Wealth Management, LLC. 13,183$678,0000.19%
Blue Granite Capital, LLC 5,200$268,0000.17%
Charles Schwab Investment Advisory, Inc. 547,112$28,122,0000.13%
Callan Capital, LLC 6,451$332,0000.13%
Clear Harbor Asset Management, LLC 11,290$582,0000.11%
View complete list of ISHARES TR shareholders