ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,524 | -3.7% | 6,100 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $347,395 | -45.5% | 6,100 | -45.0% | 0.14% | -47.1% |
| Q1 2023 | $637,362 | +2.3% | 11,100 | 0.0% | 0.27% | +1.5% |
| Q4 2022 | $622,821 | -18.6% | 11,100 | -21.3% | 0.27% | -24.1% |
| Q3 2022 | $765,000 | -18.4% | 14,100 | -15.1% | 0.35% | -11.5% |
| Q2 2022 | $937,000 | -3.0% | 16,600 | 0.0% | 0.40% | +10.2% |
| Q1 2022 | $966,000 | -19.7% | 16,600 | -14.0% | 0.36% | -17.0% |
| Q4 2021 | $1,203,000 | – | 19,300 | – | 0.44% | – |
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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% |