ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,522,088 | +19.4% | 100,695 | +24.0% | 0.04% | +9.4% |
Q2 2023 | $4,626,414 | +3.9% | 81,236 | +4.8% | 0.03% | -3.0% |
Q1 2023 | $4,451,567 | +4.1% | 77,526 | +1.7% | 0.03% | -5.7% |
Q4 2022 | $4,276,548 | +481.1% | 76,217 | +461.8% | 0.04% | +288.9% |
Q3 2022 | $736,000 | -3.7% | 13,567 | +0.3% | 0.01% | -10.0% |
Q2 2022 | $764,000 | -3.4% | 13,532 | -0.4% | 0.01% | 0.0% |
Q1 2022 | $791,000 | -6.5% | 13,588 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $846,000 | +2.4% | 13,568 | +1.9% | 0.01% | -9.1% |
Q3 2021 | $826,000 | -15.9% | 13,313 | -15.1% | 0.01% | -21.4% |
Q2 2021 | $982,000 | -1.0% | 15,685 | -1.8% | 0.01% | -33.3% |
Q1 2021 | $992,000 | -24.7% | 15,974 | -23.9% | 0.02% | -32.3% |
Q4 2020 | $1,318,000 | -34.9% | 20,978 | -35.3% | 0.03% | -41.5% |
Q3 2020 | $2,024,000 | +3.7% | 32,437 | +3.3% | 0.05% | +1.9% |
Q2 2020 | $1,952,000 | +4.3% | 31,403 | +1.5% | 0.05% | -16.1% |
Q1 2020 | $1,872,000 | +13.5% | 30,934 | +14.9% | 0.06% | +40.9% |
Q4 2019 | $1,649,000 | +8.9% | 26,925 | +9.0% | 0.04% | -4.3% |
Q3 2019 | $1,514,000 | +4.1% | 24,702 | +2.9% | 0.05% | +2.2% |
Q2 2019 | $1,455,000 | +549.6% | 24,004 | +533.4% | 0.04% | +400.0% |
Q4 2017 | $224,000 | -6.3% | 3,790 | +87.6% | 0.01% | -18.2% |
Q3 2017 | $239,000 | -17.6% | 2,020 | -18.0% | 0.01% | -21.4% |
Q2 2017 | $290,000 | -4.0% | 2,463 | -4.8% | 0.01% | 0.0% |
Q1 2017 | $302,000 | +1.0% | 2,588 | -0.3% | 0.01% | -12.5% |
Q4 2016 | $299,000 | +10.3% | 2,595 | +15.6% | 0.02% | +60.0% |
Q3 2016 | $271,000 | +3.8% | 2,245 | +4.7% | 0.01% | -33.3% |
Q2 2016 | $261,000 | -8.7% | 2,145 | -10.4% | 0.02% | -16.7% |
Q1 2016 | $286,000 | -1.7% | 2,393 | -2.8% | 0.02% | -5.3% |
Q4 2015 | $291,000 | +0.7% | 2,463 | 0.0% | 0.02% | -5.0% |
Q3 2015 | $289,000 | -13.7% | 2,463 | -13.2% | 0.02% | -4.8% |
Q2 2015 | $335,000 | 0.0% | 2,837 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $335,000 | -1.2% | 2,837 | -1.3% | 0.02% | -12.5% |
Q4 2014 | $339,000 | +0.9% | 2,875 | 0.0% | 0.02% | +4.3% |
Q3 2014 | $336,000 | +9.1% | 2,875 | +8.3% | 0.02% | +15.0% |
Q2 2014 | $308,000 | +26.7% | 2,654 | +23.7% | 0.02% | +17.6% |
Q1 2014 | $243,000 | +4.3% | 2,145 | 0.0% | 0.02% | -5.6% |
Q4 2013 | $233,000 | -0.4% | 2,145 | 0.0% | 0.02% | -10.0% |
Q3 2013 | $234,000 | +0.4% | 2,145 | 0.0% | 0.02% | -13.0% |
Q2 2013 | $233,000 | -16.8% | 2,145 | -12.3% | 0.02% | -17.9% |
Q1 2013 | $280,000 | – | 2,445 | – | 0.03% | – |
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% |