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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $252,000 | +0.8% | 4,332 | +7.8% | 0.02% | 0.0% |
Q4 2021 | $250,000 | +1.2% | 4,017 | +1.1% | 0.02% | -14.3% |
Q3 2021 | $247,000 | -0.4% | 3,975 | +0.4% | 0.02% | -4.5% |
Q2 2021 | $248,000 | +1.2% | 3,961 | +0.4% | 0.02% | -12.0% |
Q1 2021 | $245,000 | +345.5% | 3,946 | +352.0% | 0.02% | +316.7% |
Q4 2020 | $55,000 | -97.5% | 873 | -97.7% | 0.01% | -99.1% |
Q2 2018 | $2,177,000 | +1549.2% | 37,192 | +1546.4% | 0.66% | +1236.7% |
Q1 2018 | $132,000 | +230.0% | 2,259 | +237.7% | 0.05% | +226.7% |
Q4 2017 | $40,000 | -95.7% | 669 | -91.4% | 0.02% | -95.0% |
Q3 2017 | $926,000 | -31.2% | 7,816 | -31.6% | 0.30% | +2.4% |
Q2 2017 | $1,345,000 | +7.9% | 11,426 | +6.6% | 0.29% | +10.6% |
Q1 2017 | $1,247,000 | +12.1% | 10,718 | +11.0% | 0.26% | +9.1% |
Q4 2016 | $1,112,000 | +83.5% | 9,658 | +92.3% | 0.24% | +55.8% |
Q3 2016 | $606,000 | -16.9% | 5,023 | -15.9% | 0.16% | -19.6% |
Q2 2016 | $729,000 | +6.3% | 5,970 | +2.8% | 0.19% | +2.6% |
Q4 2015 | $686,000 | +3.6% | 5,806 | +2.9% | 0.19% | -3.6% |
Q3 2015 | $662,000 | +25.9% | 5,641 | +23.8% | 0.20% | +42.0% |
Q2 2015 | $526,000 | +5.6% | 4,557 | +8.1% | 0.14% | +0.7% |
Q1 2015 | $498,000 | +32.4% | 4,215 | +32.0% | 0.14% | +21.2% |
Q4 2014 | $376,000 | +12.2% | 3,192 | +11.1% | 0.11% | +13.0% |
Q3 2014 | $335,000 | – | 2,873 | – | 0.10% | – |
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% |