55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 97 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$364,000
-33.7%
7,293
-29.5%
0.01%
-35.7%
Q4 2021$549,000
-16.2%
10,344
-14.6%
0.01%
-30.0%
Q3 2021$655,000
+6.3%
12,116
+7.0%
0.02%
-9.1%
Q2 2021$616,00011,3190.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tortoise Investment Management, LLC 348,189$16,751,0003.28%
BerganKDV Wealth Management, LLC 558,076$26,849,0003.08%
ST GERMAIN D J CO INC 433,012$20,832,0001.38%
Insight Wealth Partners, LLC 31,719$1,526,0001.15%
Wealthcare Advisory Partners LLC 365,563$17,587,0001.06%
KCS Wealth Advisory 46,119$2,219,0000.99%
Fermata Advisors, LLC 50,544$2,432,0000.85%
Centennial Wealth Advisory LLC 28,270$1,360,0000.76%
SCHMIDT P J INVESTMENT MANAGEMENT INC 60,491$2,905,0000.63%
PATHSTONE FAMILY OFFICE, LLC 569,033$27,376,1730.60%
View complete list of ISHARES TR shareholders