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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,807,359 | -2.7% | 160,601 | +1.1% | 0.06% | +18.4% |
| Q2 2023 | $9,047,817 | +10.8% | 158,873 | +11.7% | 0.05% | +6.5% |
| Q1 2023 | $8,169,201 | +2.4% | 142,271 | +0.1% | 0.05% | +2.2% |
| Q4 2022 | $7,976,878 | +78.4% | 142,165 | +72.4% | 0.04% | +73.1% |
| Q3 2022 | $4,471,000 | +72.3% | 82,452 | +79.4% | 0.03% | +85.7% |
| Q2 2022 | $2,595,000 | +58.6% | 45,967 | +63.5% | 0.01% | +75.0% |
| Q1 2022 | $1,636,000 | -3.1% | 28,116 | +3.7% | 0.01% | 0.0% |
| Q4 2021 | $1,689,000 | -10.6% | 27,104 | -10.9% | 0.01% | -11.1% |
| Q3 2021 | $1,889,000 | -6.7% | 30,424 | -5.9% | 0.01% | -10.0% |
| Q2 2021 | $2,024,000 | +4.0% | 32,318 | +3.1% | 0.01% | -9.1% |
| Q1 2021 | $1,947,000 | -32.0% | 31,340 | -31.2% | 0.01% | -35.3% |
| Q4 2020 | $2,862,000 | +4.3% | 45,546 | +3.5% | 0.02% | -5.6% |
| Q3 2020 | $2,745,000 | +103.6% | 43,991 | +102.9% | 0.02% | +80.0% |
| Q2 2020 | $1,348,000 | +19.3% | 21,681 | +16.1% | 0.01% | +11.1% |
| Q1 2020 | $1,130,000 | -5.9% | 18,675 | -4.8% | 0.01% | +12.5% |
| Q4 2019 | $1,201,000 | +9.0% | 19,614 | +9.1% | 0.01% | 0.0% |
| Q3 2019 | $1,102,000 | +6.1% | 17,981 | +5.0% | 0.01% | +14.3% |
| Q2 2019 | $1,039,000 | +33.0% | 17,127 | +30.7% | 0.01% | +40.0% |
| Q1 2019 | $781,000 | +40.7% | 13,108 | +38.1% | 0.01% | +25.0% |
| Q4 2018 | $555,000 | +43.0% | 9,492 | +41.7% | 0.00% | +33.3% |
| Q3 2018 | $388,000 | +45.9% | 6,698 | +47.2% | 0.00% | +50.0% |
| Q2 2018 | $266,000 | +1.1% | 4,551 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $263,000 | -29.9% | 4,510 | +46.6% | 0.00% | -50.0% |
| Q2 2016 | $375,000 | +9.6% | 3,076 | +7.3% | 0.00% | 0.0% |
| Q1 2016 | $342,000 | -55.0% | 2,867 | -55.4% | 0.00% | -55.6% |
| Q4 2015 | $760,000 | +15.0% | 6,434 | +14.2% | 0.01% | +12.5% |
| Q3 2015 | $661,000 | +61.6% | 5,634 | +59.1% | 0.01% | +60.0% |
| Q2 2015 | $409,000 | – | 3,541 | – | 0.01% | – |
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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% |