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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,072 | -86.9% | 46 | -86.7% | 0.00% | -100.0% |
| Q2 2023 | $15,866 | -0.7% | 346 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,981 | +228200.0% | 346 | +127.6% | 0.00% | – |
| Q4 2022 | $7 | -99.6% | 152 | +230.4% | 0.00% | – |
| Q3 2022 | $2,000 | -90.9% | 46 | -89.8% | 0.00% | -100.0% |
| Q2 2022 | $22,000 | -72.8% | 450 | -72.4% | 0.00% | -50.0% |
| Q1 2022 | $81,000 | -8.0% | 1,628 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $88,000 | -3.3% | 1,663 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $91,000 | +28.2% | 1,687 | +29.0% | 0.00% | 0.0% |
| Q2 2021 | $71,000 | +102.9% | 1,308 | +102.5% | 0.00% | +100.0% |
| Q1 2021 | $35,000 | – | 646 | – | 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% |