ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |