ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |