ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774,286 | -3.7% | 14,119 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $804,077 | +11.0% | 14,119 | +11.9% | 0.02% | 0.0% |
| Q1 2023 | $724,583 | +2.3% | 12,619 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $708,052 | +3.5% | 12,619 | 0.0% | 0.02% | +14.3% |
| Q3 2022 | $684,000 | -3.9% | 12,619 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $712,000 | +55.8% | 12,619 | +60.6% | 0.01% | +75.0% |
| Q1 2022 | $457,000 | – | 7,856 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |