ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 50 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $207,000 | -45.4% | 3,862 | -46.1% | 0.09% | -47.6% |
| Q4 2019 | $379,000 | -84.4% | 7,162 | -84.2% | 0.17% | -86.0% |
| Q3 2019 | $2,432,000 | -17.6% | 45,473 | -18.4% | 1.18% | -24.6% |
| Q2 2019 | $2,952,000 | +8.9% | 55,756 | +6.6% | 1.57% | +1.0% |
| Q1 2019 | $2,711,000 | +20.8% | 52,313 | +17.2% | 1.56% | +11.1% |
| Q4 2018 | $2,244,000 | +121.3% | 44,636 | +118.6% | 1.40% | +110.4% |
| Q3 2018 | $1,014,000 | – | 20,418 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tortoise Investment Management, LLC | 337,037 | $16,801,000 | 3.11% |
| BerganKDV Wealth Management, LLC | 503,597 | $25,104,000 | 2.68% |
| Relative Value Partners Group, LLC | 408,143 | $20,346,000 | 1.41% |
| Fermata Advisors, LLC | 68,308 | $3,405,000 | 1.28% |
| ST GERMAIN D J CO INC | 411,939 | $20,535,000 | 1.16% |
| Wealthcare Advisory Partners LLC | 348,588 | $17,377,000 | 1.06% |
| Insight Wealth Partners, LLC | 31,492 | $1,570,000 | 0.87% |
| Centennial Wealth Advisory LLC | 30,477 | $1,519,000 | 0.83% |
| Advisors Capital Management, LLC | 500,071 | $24,929,000 | 0.68% |
| Financial Gravity Asset Management, Inc. | 300 | $13,269,000 | 0.37% |