ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,484 | +172.6% | 1,887 | +182.9% | 0.00% | – |
| Q2 2023 | $37,963 | +259.9% | 667 | +254.8% | 0.00% | – |
| Q4 2022 | $10,549 | -4.1% | 188 | -4.6% | 0.00% | – |
| Q3 2022 | $11,000 | -38.9% | 197 | -36.9% | 0.00% | – |
| Q2 2022 | $18,000 | -5.3% | 312 | -1.9% | 0.00% | – |
| Q1 2022 | $19,000 | -58.7% | 318 | -57.0% | 0.00% | -100.0% |
| Q4 2021 | $46,000 | +130.0% | 739 | +132.4% | 0.00% | – |
| Q3 2021 | $20,000 | 0.0% | 318 | 0.0% | 0.00% | – |
| Q2 2021 | $20,000 | +66.7% | 318 | +63.9% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 194 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $12,000 | +9.1% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | 0.0% | 194 | +3.2% | 0.00% | -100.0% |
| Q2 2018 | $11,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 188 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 188 | +100.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | – | 94 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |