ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 105 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $212,563 | +2.2% | 4,630 | +1.9% | 0.16% | -7.6% |
Q3 2022 | $208,000 | -1.0% | 4,545 | +4.0% | 0.17% | -10.9% |
Q2 2022 | $210,000 | -67.8% | 4,369 | -66.6% | 0.19% | +31.3% |
Q1 2022 | $653,000 | +41.0% | 13,098 | +49.9% | 0.15% | +14.0% |
Q4 2021 | $463,000 | +58.6% | 8,740 | +61.7% | 0.13% | +40.2% |
Q3 2021 | $292,000 | – | 5,406 | – | 0.09% | – |
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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% |