ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,516,005 | -3.7% | 45,879 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $2,612,810 | +4.6% | 45,879 | +5.5% | 0.11% | -2.7% |
| Q1 2023 | $2,496,852 | +26.9% | 43,484 | +24.0% | 0.11% | +21.7% |
| Q4 2022 | $1,967,385 | +14.6% | 35,063 | +10.7% | 0.09% | +2.2% |
| Q3 2022 | $1,717,000 | +306.9% | 31,663 | +804.7% | 0.09% | +8.4% |
| Q3 2016 | $422,000 | – | 3,500 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
| Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
| Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
| Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
| Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
| Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
| Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
| Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
| BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |