Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$642,067
-69.1%
11,443
-68.0%
0.01%
-59.4%
Q1 2022$2,081,000
+89.2%
35,771
+102.7%
0.03%
+100.0%
Q4 2021$1,100,000
-15.1%
17,648
-15.5%
0.02%
-23.8%
Q3 2021$1,296,000
+9.1%
20,876
+10.0%
0.02%
+31.2%
Q2 2021$1,188,000
+11.7%
18,978
+10.8%
0.02%0.0%
Q1 2021$1,064,000
-36.4%
17,123
-35.7%
0.02%
-38.5%
Q4 2020$1,674,000
+13.5%
26,641
+12.7%
0.03%
+4.0%
Q3 2020$1,475,000
-1.1%
23,638
-1.5%
0.02%
-59.7%
Q2 2020$1,492,000
+12.3%
24,003
+9.3%
0.06%
+1.6%
Q1 2020$1,329,000
+22.9%
21,953
+24.4%
0.06%
+69.4%
Q4 2019$1,081,000
+16.1%
17,647
+16.2%
0.04%
+12.5%
Q3 2019$931,000
+0.1%
15,189
-0.9%
0.03%
+10.3%
Q2 2019$930,000
+17.3%
15,334
+15.2%
0.03%
+16.0%
Q1 2019$793,000
+7.2%
13,314
+5.1%
0.02%
-3.8%
Q4 2018$740,000
+20.1%
12,664
+19.2%
0.03%
+36.8%
Q3 2018$616,000
+133.3%
10,621
+135.6%
0.02%
+137.5%
Q2 2018$264,000
+17.3%
4,509
+16.8%
0.01%
+14.3%
Q1 2018$225,000
-19.4%
3,859
-18.3%
0.01%
-22.2%
Q4 2017$279,000
-34.8%
4,722
+30.8%
0.01%
-40.0%
Q3 2017$428,000
-1.4%
3,611
-2.0%
0.02%
-11.8%
Q2 2017$434,000
+13.9%
3,686
+12.4%
0.02%
+6.2%
Q1 2017$381,000
+0.5%
3,2790.0%0.02%0.0%
Q4 2016$379,000
-31.6%
3,279
-28.6%
0.02%
-30.4%
Q3 2016$554,000
+1810.3%
4,592
+1813.3%
0.02%
+2200.0%
Q2 2016$29,0000.0%2400.0%0.00%0.0%
Q1 2016$29,000
+3.6%
2400.0%0.00%0.0%
Q4 2015$28,0002400.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 929,009$56,224,0006.20%
Blue Zone Wealth Advisors, LLC 109,340$6,617,0006.20%
Miracle Mile Advisors, LLC 755,407$45,717,0004.90%
Towerpoint Wealth, LLC 97,959$5,928,0004.70%
Parkside Advisors LLC 140,575$8,508,0004.62%
Epstein & White Financial LLC 173,651$10,505,0004.40%
PACIFIC CAPITAL WEALTH ADVISORS, INC 77,504$4,691,0003.55%
Boltwood Capital Management 56,799$3,437,0002.43%
Slow Capital, Inc. 94,654$5,728,0002.16%
NewFocus Financial Group, LLC 67,130$4,063,0001.88%
View complete list of ISHARES TR shareholders