Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,394,472
-20.9%
25,428
-17.8%
0.06%
-22.5%
Q2 2023$1,762,375
-4.8%
30,946
-4.0%
0.07%
-11.2%
Q1 2023$1,851,451
-11.5%
32,244
-13.6%
0.08%
-19.2%
Q4 2022$2,092,791
+0.0%
37,298
-3.3%
0.10%
-10.0%
Q3 2022$2,092,000
-25.0%
38,580
-21.9%
0.11%
-24.7%
Q2 2022$2,790,000
+195.9%
49,412
+204.7%
0.15%
+210.6%
Q1 2022$943,000
+43.8%
16,216
+54.0%
0.05%
+42.4%
Q4 2021$656,000
+10.1%
10,527
+9.6%
0.03%
-2.9%
Q3 2021$596,000
-23.5%
9,607
-22.7%
0.03%
-27.7%
Q2 2021$779,000
-7.8%
12,435
-8.6%
0.05%
-30.9%
Q1 2021$845,000
-14.8%
13,600
-13.9%
0.07%
-10.5%
Q4 2020$992,000
+7.9%
15,795
+7.2%
0.08%
-3.8%
Q3 2020$919,000
+64.1%
14,730
+63.6%
0.08%
+51.9%
Q2 2020$560,000
-13.0%
9,005
-15.3%
0.05%
-25.7%
Q1 2020$644,000
+14.4%
10,633
+15.6%
0.07%
+12.9%
Q4 2019$563,000
+11.7%
9,198
+11.9%
0.06%
+1.6%
Q3 2019$504,000
+101.6%
8,220
+90.9%
0.06%
+38.6%
Q3 2018$250,000
+7.3%
4,307
+115.2%
0.04%
-24.1%
Q1 2017$233,000
-22.6%
2,001
-23.2%
0.06%
-21.6%
Q4 2016$301,000
+27.5%
2,606
+29.9%
0.07%
+27.6%
Q4 2014$236,000
+1.3%
2,006
+0.3%
0.06%
+3.6%
Q3 2014$233,000
+0.9%
2,000
+0.3%
0.06%
-1.8%
Q2 2014$231,000
+2.7%
1,994
+0.3%
0.06%
-3.4%
Q1 2014$225,000
+4.2%
1,988
+0.4%
0.06%
-3.3%
Q4 2013$216,000
-17.6%
1,981
-17.6%
0.06%
-25.6%
Q3 2013$262,000
+2.7%
2,403
+1.7%
0.08%
-3.5%
Q2 2013$255,0002,3620.08%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders