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 | $250,016 | -3.2% | 4,559 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $258,154 | +6.5% | 4,533 | +7.3% | 0.00% | 0.0% |
| Q1 2023 | $242,485 | +2.7% | 4,223 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $236,055 | +11.9% | 4,207 | +8.1% | 0.00% | 0.0% |
| Q3 2022 | $211,000 | -5.0% | 3,892 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $222,000 | -4.7% | 3,939 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $233,000 | -14.3% | 4,006 | -8.3% | 0.00% | 0.0% |
| Q4 2021 | $272,000 | +0.7% | 4,370 | +0.5% | 0.00% | -20.0% |
| Q3 2021 | $270,000 | – | 4,348 | – | 0.01% | – |
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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% |