ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358 | -3.8% | 6,528 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $372 | -0.8% | 6,528 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $375 | -21.5% | 6,528 | -23.3% | 0.02% | -26.9% |
| Q4 2022 | $478 | -99.9% | 8,514 | +30.4% | 0.03% | +30.0% |
| Q3 2022 | $354,000 | -26.4% | 6,528 | -23.5% | 0.02% | -23.1% |
| Q2 2022 | $481,000 | -4.9% | 8,528 | -2.0% | 0.03% | +13.0% |
| Q1 2022 | $506,000 | -6.6% | 8,703 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $542,000 | +0.4% | 8,703 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $540,000 | -0.9% | 8,703 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $545,000 | +0.7% | 8,703 | 0.0% | 0.03% | -13.3% |
| Q1 2021 | $541,000 | -1.1% | 8,703 | 0.0% | 0.03% | -37.5% |
| Q4 2020 | $547,000 | +0.7% | 8,703 | 0.0% | 0.05% | -7.7% |
| Q3 2020 | $543,000 | +0.4% | 8,703 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $541,000 | +2.7% | 8,703 | 0.0% | 0.05% | -19.0% |
| Q1 2020 | $527,000 | -11.3% | 8,703 | -10.3% | 0.06% | +18.9% |
| Q4 2019 | $594,000 | +11.4% | 9,703 | +11.5% | 0.05% | +1.9% |
| Q3 2019 | $533,000 | +0.9% | 8,703 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $528,000 | +1.7% | 8,703 | 0.0% | 0.05% | -5.4% |
| Q1 2019 | $519,000 | +2.0% | 8,703 | 0.0% | 0.06% | -13.8% |
| Q4 2018 | $509,000 | – | 8,703 | – | 0.06% | – |
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% |