ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,846,265 | +82.0% | 434,833 | +23202.9% | 0.37% | +95.8% |
| Q2 2023 | $13,105,672 | +709.8% | 1,866 | -95.6% | 0.19% | +575.0% |
| Q1 2023 | $1,618,386 | -84.8% | 42,690 | -77.6% | 0.03% | -85.4% |
| Q4 2022 | $10,671,240 | -24.7% | 190,184 | -27.3% | 0.19% | -40.4% |
| Q3 2022 | $14,179,000 | -34.3% | 261,505 | -31.5% | 0.32% | -33.7% |
| Q2 2022 | $21,567,000 | +0.1% | 381,986 | +3.2% | 0.49% | +2.7% |
| Q1 2022 | $21,536,000 | +39.1% | 370,168 | +49.1% | 0.47% | +29.2% |
| Q4 2021 | $15,479,000 | +0.5% | 248,346 | +0.1% | 0.37% | -13.3% |
| Q3 2021 | $15,396,000 | -4.9% | 248,028 | -4.1% | 0.42% | -6.0% |
| Q2 2021 | $16,191,000 | -15.1% | 258,553 | -15.8% | 0.45% | -25.9% |
| Q1 2021 | $19,076,000 | +681.5% | 307,075 | +690.5% | 0.61% | +604.7% |
| Q4 2020 | $2,441,000 | +38.1% | 38,848 | +37.2% | 0.09% | +13.2% |
| Q3 2020 | $1,767,000 | -14.4% | 28,321 | -14.8% | 0.08% | -13.6% |
| Q2 2020 | $2,065,000 | -9.9% | 33,225 | -12.3% | 0.09% | -21.4% |
| Q1 2020 | $2,292,000 | +15.9% | 37,877 | +17.3% | 0.11% | +38.3% |
| Q4 2019 | $1,977,000 | +6.2% | 32,281 | +6.2% | 0.08% | -12.0% |
| Q3 2019 | $1,862,000 | +140.9% | 30,384 | +138.2% | 0.09% | +91.7% |
| Q2 2019 | $773,000 | -4.3% | 12,755 | -8.5% | 0.05% | -23.8% |
| Q3 2018 | $808,000 | +176.7% | 13,940 | +461.4% | 0.06% | +75.0% |
| Q2 2017 | $292,000 | -52.1% | 2,483 | -52.7% | 0.04% | -57.1% |
| Q1 2017 | $610,000 | +193.3% | 5,246 | +195.5% | 0.08% | +110.0% |
| Q3 2015 | $208,000 | – | 1,775 | – | 0.04% | – |
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% |