ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 111 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,172 | -29.3% | 8,300 | -26.5% | 0.02% | -25.0% |
| Q2 2023 | $643,535 | -10.5% | 11,300 | -9.7% | 0.02% | -16.7% |
| Q1 2023 | $718,841 | -14.7% | 12,519 | -16.6% | 0.02% | -22.6% |
| Q4 2022 | $842,716 | -12.2% | 15,019 | -11.7% | 0.03% | +55.0% |
| Q2 2022 | $960,000 | +342.4% | 17,000 | +363.5% | 0.02% | -16.7% |
| Q4 2017 | $217,000 | +8.5% | 3,668 | +111.3% | 0.02% | -27.3% |
| Q4 2016 | $200,000 | -4.8% | 1,736 | 0.0% | 0.03% | -10.8% |
| Q3 2016 | $210,000 | -0.5% | 1,736 | +0.3% | 0.04% | 0.0% |
| Q2 2016 | $211,000 | +2.4% | 1,730 | 0.0% | 0.04% | -2.6% |
| Q1 2016 | $206,000 | +1.0% | 1,730 | 0.0% | 0.04% | -13.6% |
| Q4 2015 | $204,000 | – | 1,730 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |