MONEYWISE, INC. - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 79 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MONEYWISE, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$377,976
+5.3%
8,392
+7.2%
0.24%
+6.3%
Q2 2023$358,915
-4.6%
7,827
-3.9%
0.22%
-8.2%
Q1 2023$376,153
+1.6%
8,144
+1.0%
0.24%
-12.3%
Q4 2022$370,264
+4.6%
8,065
+4.4%
0.28%
-4.2%
Q3 2022$354,000
+6.3%
7,726
+11.6%
0.29%
+11.2%
Q2 2022$333,000
-3.2%
6,921
+0.3%
0.26%
+14.5%
Q1 2022$344,000
-14.9%
6,900
-9.4%
0.23%
-12.7%
Q4 2021$404,000
+1.8%
7,617
+3.7%
0.26%
+0.4%
Q3 2021$397,000
+16.8%
7,344
+17.5%
0.26%
+11.6%
Q2 2021$340,000
+6.2%
6,249
+5.2%
0.23%
+7.4%
Q1 2021$320,000
-7.0%
5,938
-4.6%
0.22%
-12.2%
Q4 2020$344,000
+2.4%
6,224
+2.9%
0.25%
-7.9%
Q3 2020$336,000
+10.9%
6,047
+9.5%
0.27%
+9.9%
Q2 2020$303,0005,5240.24%
Other shareholders
ISHARES TR shareholders Q1 2023
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