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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,568,000 | +81.1% | 29,715 | +83.3% | 0.01% | +83.3% |
| Q3 2019 | $866,000 | +37.5% | 16,212 | +36.0% | 0.01% | +20.0% |
| Q2 2019 | $630,000 | +41.3% | 11,921 | +38.1% | 0.01% | +25.0% |
| Q1 2019 | $446,000 | +14.1% | 8,631 | +11.1% | 0.00% | 0.0% |
| Q4 2018 | $391,000 | +231.4% | 7,772 | +226.7% | 0.00% | +300.0% |
| Q3 2018 | $118,000 | +972.7% | 2,379 | +938.9% | 0.00% | – |
| Q2 2018 | $11,000 | -15.4% | 229 | -16.1% | 0.00% | – |
| Q1 2018 | $13,000 | -40.9% | 273 | -37.4% | 0.00% | – |
| Q4 2017 | $22,000 | 0.0% | 436 | +2.8% | 0.00% | – |
| Q3 2017 | $22,000 | +15.8% | 424 | +16.5% | 0.00% | – |
| Q2 2017 | $19,000 | -9.5% | 364 | -9.2% | 0.00% | – |
| Q1 2017 | $21,000 | -4.5% | 401 | -8.0% | 0.00% | – |
| Q4 2016 | $22,000 | -12.0% | 436 | -8.6% | 0.00% | -100.0% |
| Q3 2016 | $25,000 | +8.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $23,000 | – | 477 | – | 0.00% | – |
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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% |