BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 89 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$931,000
-13.8%
17,291
-11.4%
0.83%
-18.5%
Q4 2020$1,080,000
-12.2%
19,512
-11.9%
1.02%
-11.5%
Q3 2020$1,230,000
+7.0%
22,151
+5.5%
1.15%
-0.5%
Q2 2020$1,150,000
+26.8%
21,003
+24.3%
1.16%
+29.0%
Q1 2020$907,00016,8980.90%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bogart Wealth, LLC 748,997$40,731,0004.45%
Tortoise Investment Management, LLC 273,994$14,900,0003.08%
Relative Value Partners Group, LLC 637,184$34,650,0002.70%
Wealthcare Advisory Partners LLC 434,399$23,623,0001.58%
ST GERMAIN D J CO INC 423,870$23,050,0001.45%
Centennial Wealth Advisory LLC 34,114$1,855,0001.16%
Insight Wealth Partners, LLC 27,516$1,496,0000.80%
CENTRAL BANK & TRUST CO 72,569$3,946,0000.64%
Freedom Investment Management, Inc. 132,447$7,202,0000.54%
Fermata Advisors, LLC 15,651$851,0000.50%
View complete list of ISHARES TR shareholders