ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,027 | -75.6% | 35,600 | -75.3% | 0.00% | -72.7% |
| Q1 2023 | $8,291 | +17.5% | 144,400 | +14.8% | 0.01% | +10.0% |
| Q4 2022 | $7,059 | -99.9% | 125,800 | -35.7% | 0.01% | -23.1% |
| Q2 2022 | $11,049,000 | +1158.4% | 195,700 | +1296.4% | 0.01% | +1200.0% |
| Q2 2021 | $878,000 | -16.6% | 14,015 | -16.3% | 0.00% | 0.0% |
| Q4 2020 | $1,053,000 | -10.7% | 16,754 | -11.4% | 0.00% | 0.0% |
| Q3 2020 | $1,179,000 | -65.2% | 18,900 | -65.3% | 0.00% | -66.7% |
| Q2 2020 | $3,388,000 | +263.5% | 54,500 | +253.9% | 0.00% | +200.0% |
| Q1 2020 | $932,000 | -57.6% | 15,400 | -57.1% | 0.00% | -50.0% |
| Q4 2019 | $2,198,000 | +42.9% | 35,900 | +43.0% | 0.00% | +100.0% |
| Q3 2019 | $1,538,000 | -55.7% | 25,100 | -56.1% | 0.00% | -66.7% |
| Q2 2019 | $3,469,000 | +50.0% | 57,200 | +47.4% | 0.00% | +50.0% |
| Q1 2019 | $2,312,000 | +80.5% | 38,800 | +77.0% | 0.00% | +100.0% |
| Q4 2018 | $1,281,000 | – | 21,920 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |