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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |