ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,307,150 | +1.2% | 352,063 | +5.1% | 0.90% | +9.3% |
Q2 2023 | $19,081,824 | +111.8% | 335,063 | +113.5% | 0.82% | +99.3% |
Q1 2023 | $9,010,733 | -4.2% | 156,927 | -6.4% | 0.41% | -8.2% |
Q4 2022 | $9,410,357 | +36.0% | 167,713 | +31.4% | 0.45% | +33.0% |
Q3 2022 | $6,918,000 | +1.1% | 127,594 | +5.3% | 0.34% | +12.3% |
Q2 2022 | $6,840,000 | +12.2% | 121,144 | +15.6% | 0.30% | +37.3% |
Q1 2022 | $6,095,000 | -10.5% | 104,757 | -4.1% | 0.22% | -6.0% |
Q4 2021 | $6,812,000 | -11.7% | 109,285 | -12.1% | 0.23% | -18.8% |
Q3 2021 | $7,714,000 | -3.2% | 124,268 | -2.4% | 0.29% | -6.2% |
Q2 2021 | $7,971,000 | +8.7% | 127,286 | +7.8% | 0.31% | -2.2% |
Q1 2021 | $7,334,000 | -31.6% | 118,059 | -30.8% | 0.31% | -33.9% |
Q4 2020 | $10,719,000 | -11.1% | 170,610 | -11.7% | 0.48% | -15.0% |
Q3 2020 | $12,051,000 | +47.5% | 193,153 | +47.0% | 0.56% | +32.8% |
Q2 2020 | $8,169,000 | +9.0% | 131,425 | +6.1% | 0.42% | -8.3% |
Q1 2020 | $7,496,000 | +0.2% | 123,856 | +1.3% | 0.46% | +24.1% |
Q4 2019 | $7,484,000 | +112.6% | 122,230 | +112.8% | 0.37% | +96.8% |
Q3 2019 | $3,520,000 | +58.3% | 57,439 | +56.7% | 0.19% | +51.6% |
Q2 2019 | $2,223,000 | +7.5% | 36,665 | +5.6% | 0.12% | +0.8% |
Q1 2019 | $2,068,000 | +39.8% | 34,708 | +37.1% | 0.12% | +32.3% |
Q4 2018 | $1,479,000 | -26.4% | 25,307 | -27.0% | 0.09% | -16.2% |
Q3 2018 | $2,009,000 | +352.5% | 34,646 | +356.6% | 0.11% | +326.9% |
Q2 2018 | $444,000 | -6.7% | 7,587 | -6.9% | 0.03% | -3.7% |
Q1 2018 | $476,000 | -45.5% | 8,150 | -44.8% | 0.03% | -42.6% |
Q4 2017 | $873,000 | +53.2% | 14,758 | +206.8% | 0.05% | +46.9% |
Q3 2017 | $570,000 | +15.9% | 4,810 | +15.2% | 0.03% | +10.3% |
Q2 2017 | $492,000 | -31.7% | 4,177 | -32.6% | 0.03% | -35.6% |
Q1 2017 | $720,000 | -89.2% | 6,193 | -89.2% | 0.04% | -89.7% |
Q4 2016 | $6,646,000 | +2030.1% | 57,548 | +2154.1% | 0.44% | +1877.3% |
Q2 2016 | $312,000 | +2.3% | 2,553 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $305,000 | +1.0% | 2,553 | 0.0% | 0.02% | +4.8% |
Q4 2015 | $302,000 | -29.8% | 2,553 | -30.1% | 0.02% | -44.7% |
Q4 2014 | $430,000 | -23.6% | 3,651 | -29.4% | 0.04% | -50.0% |
Q4 2013 | $563,000 | – | 5,173 | – | 0.08% | – |
Download |
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% |