ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,536,241 | -4.6% | 64,483 | -0.9% | 0.06% | -1.6% |
| Q2 2023 | $3,707,211 | -7.2% | 65,096 | -6.4% | 0.06% | -12.3% |
| Q1 2023 | $3,992,865 | -5.4% | 69,538 | -7.6% | 0.07% | -11.0% |
| Q4 2022 | $4,221,148 | +337.9% | 75,230 | +323.1% | 0.08% | +310.0% |
| Q3 2022 | $964,000 | -4.0% | 17,781 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,004,000 | -23.3% | 17,781 | -21.0% | 0.02% | -9.1% |
| Q1 2022 | $1,309,000 | -6.6% | 22,494 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $1,402,000 | +0.4% | 22,494 | 0.0% | 0.02% | -8.0% |
| Q3 2021 | $1,396,000 | -1.2% | 22,494 | -0.4% | 0.02% | 0.0% |
| Q2 2021 | $1,413,000 | +0.8% | 22,574 | 0.0% | 0.02% | -7.4% |
| Q1 2021 | $1,402,000 | -1.1% | 22,574 | 0.0% | 0.03% | -10.0% |
| Q4 2020 | $1,418,000 | +0.7% | 22,574 | 0.0% | 0.03% | -11.8% |
| Q3 2020 | $1,408,000 | +0.4% | 22,574 | 0.0% | 0.03% | -12.8% |
| Q2 2020 | $1,403,000 | +111.9% | 22,574 | +106.3% | 0.04% | +77.3% |
| Q1 2020 | $662,000 | -1.2% | 10,940 | 0.0% | 0.02% | +22.2% |
| Q4 2019 | $670,000 | 0.0% | 10,940 | 0.0% | 0.02% | -5.3% |
| Q3 2019 | $670,000 | +1.1% | 10,940 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $663,000 | +1.7% | 10,940 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $652,000 | +2.0% | 10,940 | 0.0% | 0.02% | -9.1% |
| Q4 2018 | $639,000 | +0.8% | 10,940 | 0.0% | 0.02% | +10.0% |
| Q3 2018 | $634,000 | -0.9% | 10,940 | 0.0% | 0.02% | -4.8% |
| Q2 2018 | $640,000 | +0.3% | 10,940 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $638,000 | -1.4% | 10,940 | 0.0% | 0.02% | -8.7% |
| Q4 2017 | $647,000 | -0.2% | 10,940 | +100.0% | 0.02% | -4.2% |
| Q3 2017 | $648,000 | +0.6% | 5,470 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $644,000 | +1.3% | 5,470 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $636,000 | +0.6% | 5,470 | 0.0% | 0.03% | -3.7% |
| Q4 2016 | $632,000 | -4.2% | 5,470 | 0.0% | 0.03% | -6.9% |
| Q3 2016 | $660,000 | -1.2% | 5,470 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $668,000 | +2.3% | 5,470 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $653,000 | -2.1% | 5,470 | -3.2% | 0.03% | -3.3% |
| Q4 2015 | $667,000 | +0.6% | 5,650 | 0.0% | 0.03% | -6.2% |
| Q3 2015 | $663,000 | +1.5% | 5,650 | 0.0% | 0.03% | +10.3% |
| Q2 2015 | $653,000 | -2.2% | 5,650 | 0.0% | 0.03% | -6.5% |
| Q1 2015 | $668,000 | +0.5% | 5,650 | 0.0% | 0.03% | -3.1% |
| Q4 2014 | $665,000 | +0.9% | 5,650 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $659,000 | +0.6% | 5,650 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $655,000 | +2.5% | 5,650 | 0.0% | 0.03% | -3.0% |
| Q1 2014 | $639,000 | +3.9% | 5,650 | 0.0% | 0.03% | +3.1% |
| Q4 2013 | $615,000 | -44.0% | 5,650 | -44.0% | 0.03% | -45.8% |
| Q3 2013 | $1,099,000 | +0.8% | 10,090 | 0.0% | 0.06% | -3.3% |
| Q2 2013 | $1,090,000 | – | 10,090 | – | 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% |