ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 80 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,513 | -62.0% | 78 | -61.0% | 0.00% | – |
| Q1 2023 | $9,238 | -65.8% | 200 | -63.7% | 0.00% | – |
| Q1 2022 | $27,000 | -46.0% | 551 | -42.0% | 0.00% | – |
| Q4 2021 | $50,000 | +66.7% | 950 | +72.4% | 0.00% | – |
| Q3 2021 | $30,000 | 0.0% | 551 | 0.0% | 0.00% | – |
| Q2 2021 | $30,000 | 0.0% | 551 | 0.0% | 0.00% | – |
| Q1 2021 | $30,000 | 0.0% | 551 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | -3.2% | 551 | 0.0% | 0.00% | – |
| Q3 2020 | $31,000 | +3.3% | 551 | 0.0% | 0.00% | – |
| Q2 2020 | $30,000 | 0.0% | 551 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -64.3% | 551 | -65.3% | 0.00% | – |
| Q4 2019 | $84,000 | +8300.0% | 1,590 | +6260.0% | 0.00% | – |
| Q2 2014 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tortoise Investment Management, LLC | 337,037 | $16,801,000 | 3.11% |
| BerganKDV Wealth Management, LLC | 503,597 | $25,104,000 | 2.68% |
| Relative Value Partners Group, LLC | 408,143 | $20,346,000 | 1.41% |
| Fermata Advisors, LLC | 68,308 | $3,405,000 | 1.28% |
| ST GERMAIN D J CO INC | 411,939 | $20,535,000 | 1.16% |
| Wealthcare Advisory Partners LLC | 348,588 | $17,377,000 | 1.06% |
| Insight Wealth Partners, LLC | 31,492 | $1,570,000 | 0.87% |
| Centennial Wealth Advisory LLC | 30,477 | $1,519,000 | 0.83% |
| Advisors Capital Management, LLC | 500,071 | $24,929,000 | 0.68% |
| Financial Gravity Asset Management, Inc. | 300 | $13,269,000 | 0.37% |