ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 90 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $688,862 | -48.2% | 12,277 | -50.0% | 0.00% | 0.0% |
| Q3 2022 | $1,331,000 | -23.8% | 24,542 | -20.6% | 0.00% | -50.0% |
| Q2 2022 | $1,746,000 | +31.7% | 30,921 | +35.7% | 0.00% | +100.0% |
| Q1 2022 | $1,326,000 | -0.2% | 22,789 | +6.9% | 0.00% | 0.0% |
| Q4 2021 | $1,329,000 | +72.8% | 21,317 | +72.1% | 0.00% | 0.0% |
| Q3 2021 | $769,000 | +25.9% | 12,390 | +26.9% | 0.00% | 0.0% |
| Q2 2021 | $611,000 | +90.3% | 9,765 | +89.1% | 0.00% | – |
| Q1 2021 | $321,000 | -6.7% | 5,165 | -5.6% | 0.00% | – |
| Q4 2020 | $344,000 | +67.0% | 5,473 | +65.7% | 0.00% | – |
| Q3 2020 | $206,000 | -1.0% | 3,303 | -1.2% | 0.00% | – |
| Q2 2020 | $208,000 | -8.4% | 3,343 | +74.2% | 0.00% | – |
| Q3 2017 | $227,000 | +5.1% | 1,919 | +4.6% | 0.00% | – |
| Q2 2017 | $216,000 | +1.9% | 1,834 | +4.4% | 0.00% | -100.0% |
| Q3 2016 | $212,000 | -13.8% | 1,756 | -12.9% | 0.00% | 0.0% |
| Q2 2016 | $246,000 | -39.9% | 2,016 | -41.2% | 0.00% | 0.0% |
| Q1 2016 | $409,000 | – | 3,429 | – | 0.00% | – |
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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% |