ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,292,783 | -9.1% | 132,983 | -5.7% | 0.03% | -12.5% |
Q2 2023 | $8,027,160 | -4.3% | 140,951 | -3.5% | 0.03% | -13.5% |
Q1 2023 | $8,386,406 | -9.3% | 146,054 | -11.4% | 0.04% | -21.3% |
Q4 2022 | $9,251,408 | +513.1% | 164,880 | +492.5% | 0.05% | +422.2% |
Q3 2022 | $1,509,000 | -28.6% | 27,827 | -25.6% | 0.01% | -35.7% |
Q2 2022 | $2,112,000 | -63.6% | 37,411 | -62.5% | 0.01% | -63.2% |
Q1 2022 | $5,801,000 | +20.2% | 99,716 | +28.8% | 0.04% | +15.2% |
Q4 2021 | $4,827,000 | +807.3% | 77,435 | +803.6% | 0.03% | +725.0% |
Q3 2021 | $532,000 | +7.5% | 8,570 | +8.3% | 0.00% | -20.0% |
Q2 2021 | $495,000 | +0.8% | 7,913 | +0.0% | 0.01% | 0.0% |
Q1 2021 | $491,000 | -1.2% | 7,912 | 0.0% | 0.01% | -28.6% |
Q4 2020 | $497,000 | -4.8% | 7,912 | -5.5% | 0.01% | -22.2% |
Q3 2020 | $522,000 | +0.8% | 8,371 | +0.3% | 0.01% | 0.0% |
Q2 2020 | $518,000 | +5.1% | 8,348 | +0.5% | 0.01% | -18.2% |
Q1 2020 | $493,000 | -2.4% | 8,305 | +0.8% | 0.01% | +37.5% |
Q4 2019 | $505,000 | +1583.3% | 8,243 | +1582.2% | 0.01% | +700.0% |
Q3 2019 | $30,000 | 0.0% | 490 | +0.4% | 0.00% | 0.0% |
Q2 2019 | $30,000 | +3.4% | 488 | +0.6% | 0.00% | 0.0% |
Q1 2019 | $29,000 | – | 485 | – | 0.00% | – |
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% |