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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,860 | -6.0% | 16,500 | -2.4% | 0.21% | +15.1% |
| Q2 2023 | $962,455 | -0.8% | 16,900 | 0.0% | 0.18% | +15.6% |
| Q1 2023 | $970,398 | +102262.7% | 16,900 | 0.0% | 0.16% | -0.6% |
| Q4 2022 | $948 | -99.9% | 16,900 | +21.6% | 0.16% | +21.1% |
| Q3 2022 | $754,000 | +93.3% | 13,900 | +101.4% | 0.13% | +111.1% |
| Q2 2022 | $390,000 | +36.8% | 6,900 | +40.8% | 0.06% | +61.5% |
| Q1 2022 | $285,000 | -67.1% | 4,900 | -64.8% | 0.04% | -63.2% |
| Q4 2021 | $867,000 | +8.2% | 13,910 | +7.7% | 0.11% | -2.8% |
| Q3 2021 | $801,000 | – | 12,910 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewFocus Financial Group, LLC | 277,390 | $17,428,000 | 5.13% |
| Towerpoint Wealth, LLC | 116,937 | $7,347,000 | 3.68% |
| MISSION WEALTH MANAGEMENT, LP | 848,978 | $53,341,000 | 3.34% |
| Epstein & White Financial LLC | 147,045 | $9,238,000 | 2.84% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 73,343 | $4,608,000 | 2.62% |
| Miracle Mile Advisors, LLC | 508,280 | $31,935,000 | 1.96% |
| Blue Zone Wealth Advisors, LLC | 62,653 | $3,936,000 | 1.90% |
| Boltwood Capital Management | 60,974 | $3,831,000 | 1.86% |
| Omega Financial Group, LLC | 53,689 | $3,373,000 | 1.82% |
| Slow Capital, Inc. | 114,464 | $7,192,000 | 1.72% |