Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$213,657
-3.7%
3,8960.0%0.01%0.0%
Q2 2023$221,877
-0.8%
3,8960.0%0.01%0.0%
Q1 2023$223,708
+2.3%
3,8960.0%0.01%0.0%
Q4 2022$218,6053,8960.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 900,942$55,165,0005.30%
Blue Zone Wealth Advisors, LLC 122,591$7,506,0004.84%
Towerpoint Wealth, LLC 106,399$6,515,0004.30%
PACIFIC CAPITAL WEALTH ADVISORS, INC 100,334$6,143,0004.10%
Miracle Mile Advisors, LLC 945,837$57,914,0004.00%
Parkside Advisors LLC 112,476$6,887,0003.08%
Pure Financial Advisors, LLC 193,654$11,857,0002.02%
Boltwood Capital Management 55,004$3,368,0001.89%
Slow Capital, Inc. 92,606$5,670,0001.75%
BAILARD, INC. 383,790$23,499,0001.32%
View complete list of ISHARES TR shareholders