ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,107 | -4.4% | 20,115 | -0.7% | 0.31% | -3.4% |
| Q2 2023 | $1,153,522 | -4.4% | 20,255 | -3.6% | 0.32% | -6.4% |
| Q1 2023 | $1,206,394 | -24.5% | 21,010 | -26.2% | 0.34% | -28.3% |
| Q4 2022 | $1,597,452 | +116.2% | 28,470 | +108.8% | 0.48% | +91.2% |
| Q3 2022 | $739,000 | +13.7% | 13,635 | +18.5% | 0.25% | +20.1% |
| Q2 2022 | $650,000 | +52.2% | 11,510 | +56.7% | 0.21% | +71.3% |
| Q1 2022 | $427,000 | +24.1% | 7,345 | +33.2% | 0.12% | +27.1% |
| Q4 2021 | $344,000 | +26.9% | 5,515 | +26.2% | 0.10% | +14.3% |
| Q3 2021 | $271,000 | -6.6% | 4,370 | -5.7% | 0.08% | +1.2% |
| Q2 2021 | $290,000 | +36.2% | 4,635 | +35.3% | 0.08% | +27.7% |
| Q1 2021 | $213,000 | – | 3,425 | – | 0.06% | – |
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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% |