ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,194,975 | +3.9% | 21,297 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $1,150,000 | -0.7% | 21,212 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $1,158,000 | -0.8% | 20,517 | +2.3% | 0.01% | +20.0% |
| Q1 2022 | $1,167,000 | -0.9% | 20,063 | +6.4% | 0.01% | 0.0% |
| Q4 2021 | $1,178,000 | -23.3% | 18,862 | -23.7% | 0.01% | -37.5% |
| Q3 2021 | $1,535,000 | +5.1% | 24,733 | +6.0% | 0.01% | 0.0% |
| Q2 2021 | $1,461,000 | -0.8% | 23,339 | -1.6% | 0.01% | -11.1% |
| Q1 2021 | $1,473,000 | +45.1% | 23,714 | +46.8% | 0.01% | +50.0% |
| Q4 2020 | $1,015,000 | -20.8% | 16,154 | -21.4% | 0.01% | -40.0% |
| Q3 2020 | $1,282,000 | +48.6% | 20,540 | +48.0% | 0.01% | +42.9% |
| Q2 2020 | $863,000 | +2.5% | 13,880 | -0.2% | 0.01% | -12.5% |
| Q1 2020 | $842,000 | +1.3% | 13,914 | +2.5% | 0.01% | +14.3% |
| Q4 2019 | $831,000 | +21.5% | 13,570 | +21.5% | 0.01% | 0.0% |
| Q3 2019 | $684,000 | +11.9% | 11,165 | +10.8% | 0.01% | +16.7% |
| Q2 2019 | $611,000 | +10.1% | 10,076 | +8.1% | 0.01% | 0.0% |
| Q1 2019 | $555,000 | +25.3% | 9,317 | +22.9% | 0.01% | 0.0% |
| Q4 2018 | $443,000 | -5.5% | 7,579 | -6.2% | 0.01% | 0.0% |
| Q3 2018 | $469,000 | +30.3% | 8,081 | +31.4% | 0.01% | +20.0% |
| Q2 2018 | $360,000 | +18.4% | 6,150 | +18.2% | 0.01% | 0.0% |
| Q1 2018 | $304,000 | +15.2% | 5,203 | +16.4% | 0.01% | 0.0% |
| Q4 2017 | $264,000 | +7.8% | 4,469 | +116.3% | 0.01% | 0.0% |
| Q3 2017 | $245,000 | – | 2,066 | – | 0.01% | – |
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% |