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 | $432,358 | +14.4% | 7,884 | +18.8% | 0.07% | +24.6% |
| Q2 2023 | $377,977 | +73.8% | 6,637 | +75.3% | 0.06% | +67.6% |
| Q1 2023 | $217,449 | -1.9% | 3,787 | -4.1% | 0.03% | -8.1% |
| Q4 2022 | $221,634 | -99.9% | 3,950 | -38.5% | 0.04% | -41.3% |
| Q3 2022 | $348,363,000 | -83.6% | 6,425 | -82.4% | 0.06% | -80.9% |
| Q1 2022 | $2,118,043,000 | +4.1% | 36,405 | +11.5% | 0.33% | +8.6% |
| Q4 2021 | $2,034,513,000 | +3.4% | 32,641 | +3.0% | 0.30% | -3.8% |
| Q3 2021 | $1,967,467,000 | +14.8% | 31,695 | +15.8% | 0.32% | +9.8% |
| Q2 2021 | $1,714,285,000 | +198.8% | 27,376 | +197.8% | 0.29% | +111.0% |
| Q3 2020 | $573,629,000 | +23.0% | 9,194 | +22.6% | 0.14% | +24.8% |
| Q2 2020 | $466,262,000 | +98.1% | 7,501 | +95.3% | 0.11% | +53.5% |
| Q3 2019 | $235,315,000 | +80.4% | 3,840 | +75.4% | 0.07% | +51.1% |
| Q1 2019 | $130,442,000 | -47.9% | 2,189 | -49.0% | 0.05% | -39.0% |
| Q1 2018 | $250,349,000 | – | 4,289 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |