ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $554,000 | +0.9% | 8,883 | +0.5% | 0.07% | -10.0% |
| Q3 2021 | $549,000 | -0.4% | 8,837 | +0.4% | 0.08% | -1.2% |
| Q2 2021 | $551,000 | +1.1% | 8,804 | +0.4% | 0.08% | -8.0% |
| Q1 2021 | $545,000 | -0.7% | 8,768 | +0.3% | 0.09% | -6.4% |
| Q4 2020 | $549,000 | +1.3% | 8,744 | +0.6% | 0.09% | -13.0% |
| Q3 2020 | $542,000 | +0.7% | 8,695 | +0.4% | 0.11% | -6.1% |
| Q2 2020 | $538,000 | +3.3% | 8,658 | +0.5% | 0.12% | -9.4% |
| Q1 2020 | $521,000 | -1.0% | 8,614 | +0.3% | 0.13% | +29.6% |
| Q4 2019 | $526,000 | +0.6% | 8,586 | +0.7% | 0.10% | -7.5% |
| Q3 2019 | $523,000 | +1.6% | 8,530 | +0.5% | 0.11% | +1.9% |
| Q2 2019 | $515,000 | +2.4% | 8,488 | +0.5% | 0.10% | -1.0% |
| Q1 2019 | $503,000 | +2.2% | 8,443 | +0.4% | 0.10% | -9.5% |
| Q4 2018 | $492,000 | +1.7% | 8,412 | +0.8% | 0.12% | +17.2% |
| Q3 2018 | $484,000 | -0.4% | 8,348 | +0.5% | 0.10% | -4.8% |
| Q2 2018 | $486,000 | +0.8% | 8,304 | +0.5% | 0.10% | 0.0% |
| Q1 2018 | $482,000 | -1.0% | 8,260 | +0.4% | 0.10% | 0.0% |
| Q4 2017 | $487,000 | +0.6% | 8,230 | +101.4% | 0.10% | -2.8% |
| Q3 2017 | $484,000 | +1.0% | 4,087 | +0.5% | 0.11% | +2.9% |
| Q2 2017 | $479,000 | +1.9% | 4,066 | +0.5% | 0.10% | -1.9% |
| Q1 2017 | $470,000 | -68.5% | 4,045 | -68.7% | 0.11% | -69.9% |
| Q4 2016 | $1,493,000 | – | 12,932 | – | 0.35% | – |
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% |