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 ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 618,014 | $28,336,000 | 3.39% |
| Tortoise Investment Management, LLC | 347,815 | $15,947,000 | 3.10% |
| Insight Wealth Partners, LLC | 36,101 | $1,655,000 | 1.56% |
| ST GERMAIN D J CO INC | 433,012 | $20,832,000 | 1.38% |
| Wealthcare Advisory Partners LLC | 374,159 | $17,155,000 | 0.98% |
| Centennial Wealth Advisory LLC | 27,311 | $1,252,000 | 0.74% |
| Fermata Advisors, LLC | 48,076 | $2,205,000 | 0.72% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 65,858 | $2,961,000 | 0.71% |
| PATHSTONE FAMILY OFFICE, LLC | 1,099,594 | $50,416,206 | 0.46% |
| Financial Gravity Asset Management, Inc. | 276 | $11,984,000 | 0.40% |