ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,085,891 | -2.4% | 165,680 | +1.3% | 0.02% | 0.0% |
| Q2 2023 | $9,312,464 | -7.9% | 163,520 | -7.2% | 0.02% | -15.8% |
| Q1 2023 | $10,115,796 | +1.8% | 176,172 | -0.5% | 0.02% | -5.0% |
| Q4 2022 | $9,937,867 | +51.7% | 177,114 | +46.6% | 0.02% | +33.3% |
| Q3 2022 | $6,549,000 | +871.7% | 120,791 | +911.6% | 0.02% | +1400.0% |
| Q2 2022 | $674,000 | +13.3% | 11,940 | +16.7% | 0.00% | 0.0% |
| Q1 2022 | $595,000 | +51.4% | 10,227 | +62.1% | 0.00% | 0.0% |
| Q4 2021 | $393,000 | -1.0% | 6,309 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $397,000 | -1.0% | 6,398 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $401,000 | +1.0% | 6,398 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $397,000 | -1.2% | 6,398 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $402,000 | +8.1% | 6,398 | +7.4% | 0.00% | 0.0% |
| Q3 2020 | $372,000 | -24.7% | 5,958 | -25.1% | 0.00% | -50.0% |
| Q2 2020 | $494,000 | -23.2% | 7,952 | -25.2% | 0.00% | -33.3% |
| Q1 2020 | $643,000 | -24.4% | 10,632 | -23.5% | 0.00% | 0.0% |
| Q4 2019 | $851,000 | +28.2% | 13,899 | +28.3% | 0.00% | +50.0% |
| Q3 2019 | $664,000 | -13.3% | 10,832 | -14.3% | 0.00% | -33.3% |
| Q2 2019 | $766,000 | +56.3% | 12,635 | +53.7% | 0.00% | +50.0% |
| Q1 2019 | $490,000 | -25.6% | 8,222 | -27.0% | 0.00% | -33.3% |
| Q4 2018 | $659,000 | +8.0% | 11,268 | +7.1% | 0.00% | 0.0% |
| Q3 2018 | $610,000 | -3.6% | 10,518 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $633,000 | +0.3% | 10,818 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $631,000 | +5.3% | 10,818 | +6.9% | 0.00% | 0.0% |
| Q4 2017 | $599,000 | -4.9% | 10,120 | +90.4% | 0.00% | 0.0% |
| Q3 2017 | $630,000 | +52.2% | 5,314 | +51.1% | 0.00% | +33.3% |
| Q2 2017 | $414,000 | +73.9% | 3,516 | +71.9% | 0.00% | +50.0% |
| Q1 2017 | $238,000 | -67.5% | 2,045 | -67.8% | 0.00% | -66.7% |
| Q4 2016 | $733,000 | -19.8% | 6,345 | -16.3% | 0.01% | -25.0% |
| Q3 2016 | $914,000 | +20.3% | 7,577 | +21.7% | 0.01% | +14.3% |
| Q2 2016 | $760,000 | – | 6,225 | – | 0.01% | – |
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% |