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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $206,000 | -29.2% | 4,489 | -25.8% | 0.00% | -20.0% |
| Q2 2022 | $291,000 | -51.1% | 6,052 | -49.3% | 0.01% | -44.4% |
| Q1 2022 | $595,000 | -56.5% | 11,943 | -53.7% | 0.01% | -55.0% |
| Q4 2021 | $1,367,000 | +28.0% | 25,776 | +30.4% | 0.02% | +17.6% |
| Q3 2021 | $1,068,000 | +44.5% | 19,764 | +45.4% | 0.02% | +41.7% |
| Q2 2021 | $739,000 | – | 13,590 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 618,014 | $28,336,000 | 3.39% |
| Tortoise Investment Management, LLC | 347,815 | $15,947,000 | 3.10% |
| Insight Wealth Partners, LLC | 36,101 | $1,655,000 | 1.56% |
| ST GERMAIN D J CO INC | 433,012 | $20,832,000 | 1.38% |
| Wealthcare Advisory Partners LLC | 374,159 | $17,155,000 | 0.98% |
| Centennial Wealth Advisory LLC | 27,311 | $1,252,000 | 0.74% |
| Fermata Advisors, LLC | 48,076 | $2,205,000 | 0.72% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 65,858 | $2,961,000 | 0.71% |
| PATHSTONE FAMILY OFFICE, LLC | 1,099,594 | $50,416,206 | 0.46% |
| Financial Gravity Asset Management, Inc. | 276 | $11,984,000 | 0.40% |