ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,387,913 | -10.3% | 116,483 | -6.8% | 0.30% | -18.2% |
| Q2 2023 | $7,119,079 | +196.5% | 125,006 | +199.0% | 0.37% | +163.6% |
| Q1 2023 | $2,400,864 | -27.7% | 41,812 | -29.3% | 0.14% | -38.3% |
| Q4 2022 | $3,320,590 | +18.4% | 59,180 | +14.4% | 0.23% | +6.1% |
| Q3 2022 | $2,805,000 | -0.8% | 51,743 | +3.3% | 0.21% | -1.4% |
| Q2 2022 | $2,829,000 | +405.2% | 50,100 | +420.6% | 0.22% | +456.4% |
| Q1 2022 | $560,000 | +38.3% | 9,624 | +48.1% | 0.04% | +34.5% |
| Q4 2021 | $405,000 | -76.8% | 6,497 | -76.9% | 0.03% | -77.9% |
| Q3 2021 | $1,746,000 | -29.0% | 28,120 | -28.4% | 0.13% | -32.8% |
| Q2 2021 | $2,460,000 | +21.8% | 39,292 | +20.8% | 0.20% | +3.7% |
| Q1 2021 | $2,020,000 | +71.0% | 32,516 | +73.0% | 0.19% | +69.4% |
| Q4 2020 | $1,181,000 | +17.0% | 18,791 | +16.1% | 0.11% | -3.5% |
| Q3 2020 | $1,009,000 | +26.3% | 16,179 | +25.9% | 0.12% | +6.5% |
| Q2 2020 | $799,000 | +93.0% | 12,848 | +87.6% | 0.11% | +42.1% |
| Q1 2020 | $414,000 | +17.3% | 6,848 | +18.9% | 0.08% | +58.3% |
| Q4 2019 | $353,000 | +10.3% | 5,758 | +10.1% | 0.05% | -4.0% |
| Q3 2019 | $320,000 | +0.9% | 5,228 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $317,000 | – | 5,228 | – | 0.05% | – |
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% |