ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,795,000 | -1.1% | 33,114 | +3.0% | 0.08% | +4.1% |
| Q2 2022 | $1,815,000 | -3.5% | 32,154 | -0.6% | 0.07% | +10.4% |
| Q1 2022 | $1,881,000 | -4.6% | 32,334 | +2.2% | 0.07% | -1.5% |
| Q4 2021 | $1,972,000 | +4.1% | 31,644 | +3.7% | 0.07% | -5.6% |
| Q3 2021 | $1,895,000 | +5.7% | 30,524 | +6.6% | 0.07% | +2.9% |
| Q2 2021 | $1,792,000 | +5.0% | 28,625 | +4.2% | 0.07% | -4.1% |
| Q1 2021 | $1,706,000 | +7.8% | 27,470 | +9.1% | 0.07% | +2.8% |
| Q4 2020 | $1,583,000 | +91.4% | 25,190 | +90.0% | 0.07% | +73.2% |
| Q3 2020 | $827,000 | -40.5% | 13,260 | -40.7% | 0.04% | -46.8% |
| Q2 2020 | $1,391,000 | +6.5% | 22,371 | +3.7% | 0.08% | -10.5% |
| Q1 2020 | $1,306,000 | +114.4% | 21,581 | +116.9% | 0.09% | +168.8% |
| Q4 2019 | $609,000 | +4.1% | 9,950 | +4.2% | 0.03% | -5.9% |
| Q3 2019 | $585,000 | -10.7% | 9,545 | -11.6% | 0.03% | -12.8% |
| Q2 2019 | $655,000 | -2.1% | 10,795 | -3.9% | 0.04% | -4.9% |
| Q1 2019 | $669,000 | +14.2% | 11,230 | +12.0% | 0.04% | 0.0% |
| Q4 2018 | $586,000 | -2.3% | 10,030 | -3.0% | 0.04% | +10.8% |
| Q3 2018 | $600,000 | +2.6% | 10,345 | +3.4% | 0.04% | -2.6% |
| Q2 2018 | $585,000 | -7.1% | 10,000 | -7.4% | 0.04% | -7.3% |
| Q1 2018 | $630,000 | -2.2% | 10,800 | -0.7% | 0.04% | +2.5% |
| Q4 2017 | $644,000 | -3.0% | 10,880 | +94.1% | 0.04% | -9.1% |
| Q3 2017 | $664,000 | – | 5,605 | – | 0.04% | – |
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% |