ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 56 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 67 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -92.0% | 67 | -92.6% | 0.00% | – |
| Q4 2020 | $50,000 | +2400.0% | 911 | +2430.6% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -71.4% | 36 | -74.1% | 0.00% | – |
| Q3 2018 | $7,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q2 2018 | $7,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | +16.7% | 139 | +19.8% | 0.00% | – |
| Q4 2017 | $6,000 | -99.9% | 116 | -99.9% | 0.00% | -100.0% |
| Q3 2016 | $7,285,000 | -4.5% | 137,240 | -4.3% | 0.01% | -11.1% |
| Q2 2016 | $7,629,000 | +86.0% | 143,432 | +81.9% | 0.01% | +80.0% |
| Q1 2016 | $4,101,000 | – | 78,841 | – | 0.01% | – |
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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% |