ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,185,342 | +0.7% | 732,767 | +4.6% | 0.11% | +0.9% |
| Q2 2023 | $39,910,449 | +101185.3% | 700,798 | +2.1% | 0.11% | -6.1% |
| Q1 2023 | $39,404 | +6.0% | 686,245 | +3.6% | 0.11% | -4.2% |
| Q4 2022 | $37,158 | -99.9% | 662,236 | +6.3% | 0.12% | -11.9% |
| Q3 2022 | $33,767,000 | +2.4% | 622,784 | +6.6% | 0.14% | 0.0% |
| Q2 2022 | $32,979,000 | +338.4% | 584,113 | +351.7% | 0.14% | +382.1% |
| Q1 2022 | $7,523,000 | -30.0% | 129,321 | -25.0% | 0.03% | -37.8% |
| Q4 2021 | $10,742,000 | +3.0% | 172,342 | +2.6% | 0.04% | -16.7% |
| Q3 2021 | $10,428,000 | +714.7% | 167,981 | +721.5% | 0.05% | +575.0% |
| Q2 2021 | $1,280,000 | +157.0% | 20,449 | +149.0% | 0.01% | +33.3% |
| Q2 2019 | $498,000 | -73.6% | 8,212 | -74.2% | 0.01% | -91.8% |
| Q4 2017 | $1,885,000 | +764.7% | 31,874 | +1604.5% | 0.07% | +711.1% |
| Q1 2017 | $218,000 | -27.6% | 1,870 | -28.3% | 0.01% | -35.7% |
| Q4 2016 | $301,000 | – | 2,608 | – | 0.01% | – |
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% |