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 | $3,728 | -5.4% | 67,980 | -3.2% | 0.18% | -11.6% |
| Q4 2022 | $3,939 | -100.0% | 70,208 | -73.0% | 0.20% | -73.9% |
| Q3 2022 | $14,110,000 | +573.8% | 260,232 | +623.0% | 0.76% | +952.8% |
| Q1 2022 | $2,094,000 | +26.8% | 35,995 | +35.9% | 0.07% | +63.6% |
| Q4 2021 | $1,652,000 | -48.0% | 26,494 | -47.8% | 0.04% | -72.3% |
| Q2 2021 | $3,177,000 | +420.8% | 50,736 | +422.2% | 0.16% | +278.6% |
| Q4 2020 | $610,000 | – | 9,716 | – | 0.04% | – |
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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% |