ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 57 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $39,000 | -2.5% | 790 | +4.8% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +25.0% | 754 | +25.7% | 0.02% | +12.5% |
| Q3 2021 | $32,000 | +14.3% | 600 | +18.3% | 0.02% | +14.3% |
| Q2 2021 | $28,000 | +16.7% | 507 | +12.7% | 0.01% | +7.7% |
| Q1 2021 | $24,000 | -4.0% | 450 | -0.9% | 0.01% | -7.1% |
| Q4 2020 | $25,000 | +25.0% | 454 | +26.8% | 0.01% | +16.7% |
| Q3 2020 | $20,000 | +5.3% | 358 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | 0.0% | 347 | -0.6% | 0.01% | -14.3% |
| Q1 2020 | $19,000 | – | 349 | +11533.3% | 0.01% | – |
| Q4 2019 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tortoise Investment Management, LLC | 348,189 | $16,751,000 | 3.28% |
| BerganKDV Wealth Management, LLC | 558,076 | $26,849,000 | 3.08% |
| ST GERMAIN D J CO INC | 433,012 | $20,832,000 | 1.38% |
| Insight Wealth Partners, LLC | 31,719 | $1,526,000 | 1.15% |
| Wealthcare Advisory Partners LLC | 365,563 | $17,587,000 | 1.06% |
| KCS Wealth Advisory | 46,119 | $2,219,000 | 0.99% |
| Fermata Advisors, LLC | 50,544 | $2,432,000 | 0.85% |
| Centennial Wealth Advisory LLC | 28,270 | $1,360,000 | 0.76% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 60,491 | $2,905,000 | 0.63% |
| PATHSTONE FAMILY OFFICE, LLC | 569,033 | $27,376,173 | 0.60% |