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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,995,588 | -7.4% | 175,731 | -6.3% | 0.01% | -8.3% |
| Q1 2024 | $10,790,140 | +7.9% | 187,524 | +8.7% | 0.01% | -36.8% |
| Q4 2023 | $9,999,343 | -9.2% | 172,581 | -14.1% | 0.02% | +26.7% |
| 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 ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |