ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 136 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,090 | -3.7% | 4,688 | 0.0% | 0.13% | +7.6% |
| Q2 2023 | $266,982 | -0.8% | 4,688 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $269,185 | -29.6% | 4,688 | -31.2% | 0.12% | -29.9% |
| Q4 2022 | $382,558 | +12.5% | 6,818 | +16.5% | 0.17% | +1.8% |
| Q1 2022 | $340,000 | -12.1% | 5,850 | -7.4% | 0.17% | -42.2% |
| Q4 2019 | $387,000 | -99.9% | 6,320 | 0.0% | 0.30% | +3.1% |
| Q3 2019 | $387,000,000 | +100944.4% | 6,320 | 0.0% | 0.29% | -7.7% |
| Q2 2019 | $383,000 | +1.6% | 6,320 | 0.0% | 0.31% | -1.3% |
| Q1 2019 | $377,000 | +2.2% | 6,320 | 0.0% | 0.32% | -5.7% |
| Q4 2018 | $369,000 | +0.8% | 6,320 | 0.0% | 0.33% | +10.6% |
| Q3 2018 | $366,000 | -1.1% | 6,320 | 0.0% | 0.30% | -3.5% |
| Q2 2018 | $370,000 | -51.9% | 6,320 | -52.1% | 0.31% | -56.6% |
| Q1 2018 | $770,000 | -1.4% | 13,200 | 0.0% | 0.72% | +1.0% |
| Q4 2017 | $781,000 | – | 13,200 | – | 0.71% | – |
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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% |