PRIO WEALTH LIMITED PARTNERSHIP - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$258,106
+3.5%
4,6000.0%0.01%
-9.1%
Q3 2022$249,412
-4.0%
4,6000.0%0.01%
+10.0%
Q2 2022$259,716
+96809.0%
4,6000.0%0.01%
+11.1%
Q1 2022$268
-99.9%
4,6000.0%0.01%0.0%
Q4 2021$287,000
+0.3%
4,6000.0%0.01%
-10.0%
Q3 2021$286,000
-0.7%
4,6000.0%0.01%0.0%
Q2 2021$288,000
+0.7%
4,6000.0%0.01%0.0%
Q1 2021$286,000
-1.0%
4,6000.0%0.01%
-9.1%
Q4 2020$289,000
+0.7%
4,6000.0%0.01%
-8.3%
Q3 2020$287,000
+0.3%
4,6000.0%0.01%
-7.7%
Q2 2020$286,000
+2.9%
4,6000.0%0.01%
-13.3%
Q1 2020$278,000
-1.4%
4,6000.0%0.02%
+25.0%
Q4 2019$282,0000.0%4,6000.0%0.01%
-7.7%
Q3 2019$282,0004,6000.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders