ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 111 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,018,311 | -0.0% | 200,918 | +3.8% | 0.02% | 0.0% |
| Q2 2023 | $11,022,287 | +7.2% | 193,543 | +8.1% | 0.02% | 0.0% |
| Q1 2023 | $10,280,476 | +21.4% | 179,040 | +18.7% | 0.02% | +15.4% |
| Q4 2022 | $8,466,200 | +51.9% | 150,886 | +46.8% | 0.01% | +30.0% |
| Q3 2022 | $5,574,000 | +17.2% | 102,804 | +22.0% | 0.01% | +25.0% |
| Q2 2022 | $4,758,000 | +191.7% | 84,280 | +200.8% | 0.01% | +166.7% |
| Q1 2022 | $1,631,000 | +379.7% | 28,022 | +414.2% | 0.00% | +200.0% |
| Q4 2021 | $340,000 | -67.4% | 5,450 | -67.6% | 0.00% | -50.0% |
| Q3 2021 | $1,044,000 | +79.4% | 16,825 | +81.1% | 0.00% | +100.0% |
| Q2 2021 | $582,000 | +10.2% | 9,293 | +9.4% | 0.00% | 0.0% |
| Q1 2021 | $528,000 | -46.1% | 8,494 | -45.5% | 0.00% | -50.0% |
| Q4 2020 | $980,000 | +257.7% | 15,592 | +244.3% | 0.00% | +100.0% |
| Q1 2020 | $274,000 | +36.3% | 4,529 | +33.2% | 0.00% | 0.0% |
| Q4 2017 | $201,000 | +294.1% | 3,399 | +690.5% | 0.00% | – |
| Q2 2017 | $51,000 | +5000.0% | 430 | +5275.0% | 0.00% | – |
| Q3 2016 | $1,000 | -97.2% | 8 | -97.6% | 0.00% | -100.0% |
| Q2 2013 | $36,000 | – | 333 | – | 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% |