LGT Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LGT Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,906,968
-25.5%
42,339
-24.2%
2.42%
-11.0%
Q2 2023$2,560,813
-30.4%
55,845
-30.3%
2.72%
-37.0%
Q4 2022$3,679,34280,1424.33%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ST GERMAIN D J CO INC 367,608$18,416,0002.19%
Hugh Johnson Advisors LLC 149,359$7,483,0002.17%
Advisory Alpha, LLC 80,751$4,019,0001.01%
Advisors Capital Management, LLC 67,884$3,401,0000.23%
Crabel Capital Management, LLC 7,646$383,0000.21%
Financial Gravity Asset Management, Inc. 3,767$189,0000.18%
AlphaStar Capital Management, LLC 7,550$378,0000.12%
Callan Capital, LLC 6,451$323,0000.11%
Clear Harbor Asset Management, LLC 11,530$578,0000.11%
COLONY GROUP LLC 40,958$2,052,0000.11%
View complete list of ISHARES TR shareholders