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 | $17,217,564 | -49.8% | 302,700 | -49.3% | 0.02% | -51.4% |
| Q1 2024 | $34,324,824 | -20.7% | 596,539 | -20.2% | 0.04% | -28.6% |
| Q4 2023 | $43,311,379 | +1616.6% | 747,521 | +1524.8% | 0.05% | +1533.3% |
| 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% | – |
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% |