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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,523,060 | +41.8% | 46,008 | +47.3% | 0.00% | +50.0% |
| Q2 2023 | $1,778,833 | +101.6% | 31,235 | +103.2% | 0.00% | +100.0% |
| Q1 2023 | $882,430 | -97.6% | 15,368 | -97.7% | 0.00% | -98.2% |
| Q4 2022 | $36,843,593 | +48378.4% | 656,632 | +50566.0% | 0.06% | – |
| Q1 2018 | $76,000 | -77.6% | 1,296 | -77.5% | 0.00% | -100.0% |
| Q4 2017 | $340,000 | -0.3% | 5,752 | +100.0% | 0.00% | 0.0% |
| Q3 2017 | $341,000 | +0.9% | 2,876 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $338,000 | +0.9% | 2,876 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $335,000 | +0.9% | 2,876 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $332,000 | -5.4% | 2,876 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $351,000 | +2.3% | 2,876 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $343,000 | +0.9% | 2,876 | 0.0% | 0.01% | -14.3% |
| Q4 2015 | $340,000 | +0.6% | 2,876 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $338,000 | -0.3% | 2,876 | -2.0% | 0.01% | -11.1% |
| Q2 2015 | $339,000 | -2.3% | 2,935 | 0.0% | 0.01% | -10.0% |
| Q1 2015 | $347,000 | +2.4% | 2,935 | +2.1% | 0.01% | 0.0% |
| Q4 2014 | $339,000 | +0.9% | 2,876 | 0.0% | 0.01% | -16.7% |
| Q3 2014 | $336,000 | +124.0% | 2,876 | +121.9% | 0.01% | +100.0% |
| Q2 2014 | $150,000 | -54.0% | 1,296 | -54.9% | 0.01% | -57.1% |
| Q1 2014 | $326,000 | -44.4% | 2,876 | -46.6% | 0.01% | -48.1% |
| Q4 2013 | $586,000 | -0.2% | 5,390 | 0.0% | 0.03% | -12.9% |
| Q3 2013 | $587,000 | +0.7% | 5,390 | 0.0% | 0.03% | -11.4% |
| Q2 2013 | $583,000 | – | 5,390 | – | 0.04% | – |
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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% |