ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,694,209 | -14.1% | 258,337 | -13.1% | 0.01% | -16.7% |
| Q1 2024 | $17,105,491 | +0.1% | 297,280 | +0.8% | 0.01% | -14.3% |
| Q4 2023 | $17,088,997 | +63.2% | 294,943 | +54.4% | 0.01% | +75.0% |
| Q3 2023 | $10,473,069 | +0.8% | 190,975 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $10,389,445 | +0.9% | 182,431 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $10,298,392 | -19.3% | 179,352 | -21.1% | 0.00% | -33.3% |
| Q4 2022 | $12,754,813 | +130.4% | 227,318 | +122.6% | 0.01% | +100.0% |
| Q3 2022 | $5,537,000 | -15.2% | 102,128 | -11.7% | 0.00% | 0.0% |
| Q2 2022 | $6,533,000 | +450.4% | 115,710 | +467.2% | 0.00% | – |
| Q1 2022 | $1,187,000 | -8.4% | 20,402 | -1.9% | 0.00% | – |
| Q4 2021 | $1,296,000 | -0.7% | 20,797 | -1.1% | 0.00% | -100.0% |
| Q3 2021 | $1,305,000 | +0.3% | 21,028 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $1,301,000 | +28.7% | 20,782 | +27.6% | 0.00% | – |
| Q1 2021 | $1,011,000 | +3.0% | 16,282 | +4.2% | 0.00% | – |
| Q4 2020 | $982,000 | +71.1% | 15,625 | +69.7% | 0.00% | – |
| Q3 2020 | $574,000 | +108.7% | 9,206 | +107.9% | 0.00% | – |
| Q2 2020 | $275,000 | – | 4,429 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |