ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,067 | -42.5% | 6,584 | -40.3% | 0.04% | -40.9% |
| Q2 2023 | $627,988 | -0.8% | 11,027 | 0.0% | 0.07% | -7.0% |
| Q1 2023 | $633,170 | +1.2% | 11,027 | -1.1% | 0.07% | -2.7% |
| Q4 2022 | $625,627 | +3.4% | 11,150 | 0.0% | 0.07% | -3.9% |
| Q3 2022 | $605,000 | +43.7% | 11,150 | +49.5% | 0.08% | +49.0% |
| Q2 2022 | $421,000 | -0.9% | 7,457 | +2.1% | 0.05% | +13.3% |
| Q1 2022 | $425,000 | -7.0% | 7,301 | -0.5% | 0.04% | -6.2% |
| Q4 2021 | $457,000 | +0.7% | 7,337 | +0.3% | 0.05% | -5.9% |
| Q3 2021 | $454,000 | +0.4% | 7,317 | +1.5% | 0.05% | -1.9% |
| Q2 2021 | $452,000 | +1.3% | 7,212 | +0.6% | 0.05% | -3.7% |
| Q1 2021 | $446,000 | +34.3% | 7,172 | +35.7% | 0.05% | +28.6% |
| Q4 2020 | $332,000 | +0.6% | 5,284 | 0.0% | 0.04% | -8.7% |
| Q3 2020 | $330,000 | +0.6% | 5,284 | 0.0% | 0.05% | -8.0% |
| Q2 2020 | $328,000 | +2.5% | 5,284 | 0.0% | 0.05% | -10.7% |
| Q1 2020 | $320,000 | -8.3% | 5,284 | -7.3% | 0.06% | +19.1% |
| Q4 2019 | $349,000 | +3.6% | 5,700 | +3.5% | 0.05% | -4.1% |
| Q3 2019 | $337,000 | +0.9% | 5,505 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $334,000 | +1.5% | 5,505 | -0.2% | 0.05% | 0.0% |
| Q1 2019 | $329,000 | +8.2% | 5,514 | +5.0% | 0.05% | +9.1% |
| Q3 2018 | $304,000 | +1.7% | 5,250 | +2.9% | 0.04% | -2.2% |
| Q2 2018 | $299,000 | +1.0% | 5,104 | +0.6% | 0.04% | -2.2% |
| Q1 2018 | $296,000 | -0.3% | 5,074 | +1.1% | 0.05% | 0.0% |
| Q4 2017 | $297,000 | +7.6% | 5,020 | +115.9% | 0.05% | 0.0% |
| Q3 2017 | $276,000 | +19.0% | 2,325 | +18.0% | 0.05% | +4.5% |
| Q2 2017 | $232,000 | +10.0% | 1,970 | +8.8% | 0.04% | +7.3% |
| Q1 2017 | $211,000 | +1.0% | 1,810 | 0.0% | 0.04% | -4.7% |
| Q4 2016 | $209,000 | -5.0% | 1,810 | -0.5% | 0.04% | -12.2% |
| Q3 2016 | $220,000 | – | 1,820 | – | 0.05% | – |
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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% |