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 | $311,847 | -3.6% | 5,686 | +0.1% | 0.04% | 0.0% |
| Q2 2023 | $323,343 | +20.2% | 5,678 | +21.2% | 0.04% | +10.8% |
| Q1 2023 | $268,982 | +160008.3% | 4,684 | +56.4% | 0.04% | +48.0% |
| Q4 2022 | $168 | -99.9% | 2,994 | -43.5% | 0.02% | -46.8% |
| Q3 2022 | $287,000 | -4.0% | 5,302 | +0.1% | 0.05% | +2.2% |
| Q2 2022 | $299,000 | – | 5,295 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |