ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $302,058 | -0.8% | 5,304 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $304,551 | -25.6% | 5,304 | -27.3% | 0.01% | -35.0% |
| Q4 2022 | $409,098 | -49.4% | 7,291 | -51.1% | 0.02% | -52.4% |
| Q3 2022 | $808,000 | -61.2% | 14,900 | -58.4% | 0.04% | -51.7% |
| Q1 2022 | $2,083,000 | +1.0% | 35,800 | +8.2% | 0.09% | -2.2% |
| Q4 2021 | $2,063,000 | +19.5% | 33,100 | +19.1% | 0.09% | +3.5% |
| Q3 2021 | $1,726,000 | +220.2% | 27,800 | +223.3% | 0.09% | +218.5% |
| Q2 2021 | $539,000 | – | 8,600 | – | 0.03% | – |
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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% |