ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,065,351 | +17.3% | 19,674 | +23.3% | 0.25% | +5.1% |
| Q2 2023 | $908,469 | +12.8% | 15,952 | +13.8% | 0.24% | +2.2% |
| Q1 2023 | $805,099 | +15.6% | 14,021 | +13.0% | 0.23% | +5.9% |
| Q4 2022 | $696,349 | -34.3% | 12,410 | -36.5% | 0.22% | -41.4% |
| Q3 2022 | $1,060,000 | -4.3% | 19,558 | -0.3% | 0.37% | -0.3% |
| Q2 2022 | $1,108,000 | -29.6% | 19,622 | -27.4% | 0.38% | -16.3% |
| Q1 2022 | $1,573,000 | -15.5% | 27,032 | -9.5% | 0.45% | -10.6% |
| Q4 2021 | $1,862,000 | +50.4% | 29,876 | +49.8% | 0.50% | +27.5% |
| Q3 2021 | $1,238,000 | +56.9% | 19,947 | +58.3% | 0.39% | +52.3% |
| Q2 2021 | $789,000 | -29.9% | 12,599 | -30.5% | 0.26% | -36.0% |
| Q1 2021 | $1,126,000 | – | 18,119 | – | 0.40% | – |
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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% |