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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $251,000 | -3.8% | 4,631 | 0.0% | 0.14% | +1.5% |
| Q2 2022 | $261,000 | -3.0% | 4,631 | 0.0% | 0.14% | +14.3% |
| Q1 2022 | $269,000 | -6.9% | 4,631 | 0.0% | 0.12% | -1.7% |
| Q4 2021 | $289,000 | +0.7% | 4,631 | 0.0% | 0.12% | -6.2% |
| Q3 2021 | $287,000 | -1.0% | 4,631 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $290,000 | +0.7% | 4,631 | 0.0% | 0.13% | -4.3% |
| Q1 2021 | $288,000 | -1.0% | 4,631 | 0.0% | 0.14% | -4.2% |
| Q4 2020 | $291,000 | +0.7% | 4,631 | 0.0% | 0.14% | -14.8% |
| Q3 2020 | $289,000 | +0.3% | 4,631 | 0.0% | 0.17% | -7.7% |
| Q2 2020 | $288,000 | +2.9% | 4,631 | 0.0% | 0.18% | -13.3% |
| Q1 2020 | $280,000 | -27.8% | 4,631 | -26.9% | 0.21% | -9.8% |
| Q4 2019 | $388,000 | -3.2% | 6,336 | -3.1% | 0.23% | -14.0% |
| Q3 2019 | $401,000 | +1.0% | 6,541 | 0.0% | 0.27% | -1.1% |
| Q2 2019 | $397,000 | +1.8% | 6,541 | 0.0% | 0.28% | -5.2% |
| Q1 2019 | $390,000 | +12.4% | 6,541 | +10.1% | 0.29% | +2.5% |
| Q4 2018 | $347,000 | +29.0% | 5,941 | +28.3% | 0.28% | +55.5% |
| Q3 2018 | $269,000 | +5.1% | 4,631 | +5.8% | 0.18% | -1.1% |
| Q2 2018 | $256,000 | +0.4% | 4,376 | 0.0% | 0.18% | -1.6% |
| Q1 2018 | $255,000 | -1.5% | 4,376 | 0.0% | 0.19% | 0.0% |
| Q4 2017 | $259,000 | – | 4,376 | – | 0.19% | – |
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% |