ADVISOR PARTNERS II, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 79 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ADVISOR PARTNERS II, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$864,723
-59.2%
19,199
-58.5%
0.04%
-64.6%
Q2 2023$2,118,181
-0.8%
46,2100.0%0.10%
-16.1%
Q1 2023$2,134,334
+73.2%
46,210
+71.9%
0.12%
+26.9%
Q3 2022$1,232,00026,8780.09%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
LGT Financial Advisors LLC 42,339$1,906,9682.42%
Tortoise Investment Management, LLC 334,371$15,060,0702.24%
Fermata Advisors, LLC 150,001$6,755,8881.90%
SYKON CAPITAL LLC 81,261$3,659,9951.57%
Krilogy Financial LLC 278,070$12,524,2951.15%
ST GERMAIN D J CO INC 449,024$20,224,0411.14%
CENTRAL BANK & TRUST CO 108,730$4,897,1260.85%
SCHMIDT P J INVESTMENT MANAGEMENT INC 75,815$3,360,1370.72%
Laidlaw Wealth Management LLC 38,576$1,737,4630.57%
Centennial Wealth Advisory LLC 13,396$603,3760.32%
View complete list of ISHARES TR shareholders