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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,313,086 | +3.5% | 23,402 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,269,000 | -3.9% | 23,402 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,321,000 | -61.1% | 23,402 | -57.0% | 0.00% | -50.0% |
| Q4 2021 | $3,392,000 | -2.7% | 54,424 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $3,485,000 | +88.2% | 56,136 | +89.8% | 0.00% | +100.0% |
| Q2 2021 | $1,852,000 | +0.8% | 29,578 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,837,000 | -31.3% | 29,578 | -30.5% | 0.00% | -50.0% |
| Q4 2020 | $2,675,000 | -57.0% | 42,578 | -57.3% | 0.00% | -60.0% |
| Q3 2020 | $6,222,000 | +0.4% | 99,731 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,199,000 | +155.6% | 99,731 | +148.9% | 0.01% | +66.7% |
| Q1 2020 | $2,425,000 | -71.9% | 40,072 | -71.6% | 0.00% | -57.1% |
| Q4 2019 | $8,641,000 | -51.9% | 141,118 | -51.9% | 0.01% | -56.2% |
| Q3 2019 | $17,980,000 | +115.6% | 293,410 | +113.4% | 0.02% | +128.6% |
| Q2 2019 | $8,338,000 | +176.4% | 137,500 | +169.6% | 0.01% | +133.3% |
| Q4 2017 | $3,017,000 | -39.4% | 51,000 | +21.4% | 0.00% | -40.0% |
| Q3 2017 | $4,977,000 | – | 42,000 | – | 0.01% | – |
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% |