ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,449 | -3.4% | 4,767 | +0.3% | 0.01% | +16.7% |
| Q2 2023 | $270,690 | -22.4% | 4,753 | -21.7% | 0.01% | -33.3% |
| Q1 2023 | $348,633 | -33.6% | 6,072 | -35.1% | 0.01% | -40.0% |
| Q4 2022 | $525,036 | +6.9% | 9,357 | +3.5% | 0.02% | 0.0% |
| Q3 2022 | $491,000 | -5.0% | 9,042 | -1.2% | 0.02% | -31.8% |
| Q2 2022 | $517,000 | +31.6% | 9,151 | +35.7% | 0.02% | +69.2% |
| Q1 2022 | $393,000 | -88.3% | 6,745 | -87.5% | 0.01% | -86.6% |
| Q4 2021 | $3,358,000 | +98.3% | 53,860 | +97.5% | 0.10% | +79.6% |
| Q3 2021 | $1,693,000 | – | 27,270 | – | 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% |