ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,455,548 | +188.3% | 99,481 | +199.4% | 0.03% | +285.7% |
| Q2 2023 | $1,892,336 | +41.9% | 33,228 | +43.1% | 0.01% | +133.3% |
| Q1 2023 | $1,333,178 | -25.8% | 23,218 | -27.5% | 0.00% | -75.0% |
| Q4 2022 | $1,796,137 | +264.3% | 32,011 | +252.3% | 0.01% | +100.0% |
| Q3 2022 | $493,000 | -3.9% | 9,087 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $513,000 | +150.2% | 9,087 | +157.9% | 0.01% | +100.0% |
| Q1 2022 | $205,000 | -74.4% | 3,524 | -72.6% | 0.00% | -75.0% |
| Q4 2021 | $800,000 | -30.9% | 12,841 | -31.1% | 0.01% | -52.0% |
| Q3 2021 | $1,157,000 | +6.3% | 18,631 | +7.2% | 0.02% | +4.2% |
| Q2 2021 | $1,088,000 | -5.7% | 17,380 | -6.5% | 0.02% | -11.1% |
| Q1 2021 | $1,154,000 | -6.4% | 18,582 | -5.3% | 0.03% | -32.5% |
| Q4 2020 | $1,233,000 | – | 19,631 | – | 0.04% | – |
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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% |