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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $258,390 | -66.4% | 4,500 | -67.2% | 0.00% | – |
| Q4 2022 | $768,707 | -56.7% | 13,700 | -58.2% | 0.00% | – |
| Q3 2022 | $1,776,000 | +20.1% | 32,744 | +25.0% | 0.00% | – |
| Q2 2022 | $1,479,000 | +173.4% | 26,189 | +181.6% | 0.00% | – |
| Q1 2022 | $541,000 | +20.2% | 9,299 | +28.8% | 0.00% | – |
| Q4 2021 | $450,000 | -70.6% | 7,218 | -70.8% | 0.00% | – |
| Q1 2021 | $1,533,000 | +630.0% | 24,683 | +630.7% | 0.00% | – |
| Q2 2020 | $210,000 | -67.9% | 3,378 | -68.8% | 0.00% | – |
| Q1 2020 | $654,000 | -26.8% | 10,814 | -27.9% | 0.00% | – |
| Q1 2019 | $894,000 | +147.6% | 14,996 | +142.7% | 0.00% | – |
| Q4 2018 | $361,000 | -89.6% | 6,178 | -89.5% | 0.00% | -100.0% |
| Q2 2018 | $3,455,000 | +286.5% | 59,023 | +285.5% | 0.00% | – |
| Q1 2018 | $894,000 | -78.8% | 15,310 | -57.0% | 0.00% | -100.0% |
| Q3 2017 | $4,220,000 | +190.4% | 35,611 | +188.3% | 0.00% | +100.0% |
| Q2 2017 | $1,453,000 | +190.0% | 12,350 | +186.8% | 0.00% | – |
| Q1 2017 | $501,000 | -82.9% | 4,306 | -82.2% | 0.00% | -100.0% |
| Q3 2016 | $2,926,000 | +215.6% | 24,243 | +208.8% | 0.00% | – |
| Q4 2015 | $927,000 | +175.1% | 7,850 | +175.1% | 0.00% | – |
| Q1 2015 | $337,000 | +41.0% | 2,853 | +39.2% | 0.00% | – |
| Q3 2014 | $239,000 | -87.5% | 2,049 | -87.6% | 0.00% | -100.0% |
| Q2 2014 | $1,915,000 | +159.1% | 16,520 | +153.1% | 0.00% | – |
| Q1 2014 | $739,000 | -22.6% | 6,528 | -25.6% | 0.00% | – |
| Q4 2013 | $955,000 | – | 8,779 | – | 0.00% | – |
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% |