ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 6 filers reported holding ISHARES TR in Q4 2023. 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 ↓ |
---|---|---|---|
MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |