ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 130 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,276,000 | -0.8% | 23,532 | +3.3% | 0.16% | -1.8% |
| Q2 2022 | $1,286,000 | -61.8% | 22,776 | -60.6% | 0.16% | -61.9% |
| Q1 2022 | $3,364,000 | -52.8% | 57,819 | -49.4% | 0.43% | -50.2% |
| Q4 2021 | $7,125,000 | +1.9% | 114,304 | +1.4% | 0.86% | -0.6% |
| Q3 2021 | $6,994,000 | -2.2% | 112,678 | -1.0% | 0.87% | +4.2% |
| Q2 2021 | $7,149,000 | +1.1% | 113,835 | -0.0% | 0.83% | -2.9% |
| Q1 2021 | $7,073,000 | -0.5% | 113,867 | +0.7% | 0.86% | -7.8% |
| Q4 2020 | $7,105,000 | +0.7% | 113,083 | 0.0% | 0.93% | -5.0% |
| Q3 2020 | $7,055,000 | +0.8% | 113,083 | +0.5% | 0.98% | -1.9% |
| Q2 2020 | $6,997,000 | +81.6% | 112,557 | +76.8% | 1.00% | +59.6% |
| Q1 2020 | $3,853,000 | -13.7% | 63,672 | -12.7% | 0.63% | +4.9% |
| Q4 2019 | $4,463,000 | -1.7% | 72,893 | -1.6% | 0.60% | -8.4% |
| Q3 2019 | $4,539,000 | +1.1% | 74,065 | 0.0% | 0.65% | +3.8% |
| Q2 2019 | $4,491,000 | +1.7% | 74,065 | 0.0% | 0.63% | +0.8% |
| Q1 2019 | $4,414,000 | -25.4% | 74,065 | -26.9% | 0.62% | -31.2% |
| Q4 2018 | $5,920,000 | +766.8% | 101,293 | +757.7% | 0.91% | +863.8% |
| Q3 2018 | $683,000 | +87.1% | 11,810 | +89.6% | 0.09% | +88.0% |
| Q2 2018 | $365,000 | -74.0% | 6,228 | -74.1% | 0.05% | -73.8% |
| Q1 2018 | $1,402,000 | +81.6% | 24,013 | +84.1% | 0.19% | +91.0% |
| Q4 2017 | $772,000 | +109.2% | 13,046 | +318.9% | 0.10% | +100.0% |
| Q3 2017 | $369,000 | +0.8% | 3,114 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $366,000 | -26.9% | 3,114 | -28.2% | 0.05% | -28.2% |
| Q4 2016 | $501,000 | – | 4,336 | – | 0.07% | – |
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% |