ISHARES TR's ticker is CMBS and the CUSIP is 46429B366. A total of 33 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2013 | $398,000 | – | 7,723 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 618,014 | $28,336,000 | 3.39% |
| Tortoise Investment Management, LLC | 347,815 | $15,947,000 | 3.10% |
| Insight Wealth Partners, LLC | 36,101 | $1,655,000 | 1.56% |
| ST GERMAIN D J CO INC | 433,012 | $20,832,000 | 1.38% |
| Wealthcare Advisory Partners LLC | 374,159 | $17,155,000 | 0.98% |
| Centennial Wealth Advisory LLC | 27,311 | $1,252,000 | 0.74% |
| Fermata Advisors, LLC | 48,076 | $2,205,000 | 0.72% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 65,858 | $2,961,000 | 0.71% |
| PATHSTONE FAMILY OFFICE, LLC | 1,099,594 | $50,416,206 | 0.46% |
| Financial Gravity Asset Management, Inc. | 276 | $11,984,000 | 0.40% |