ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 251 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,644,827 | +87.9% | 28,686 | +88.6% | 0.31% | +75.4% |
| Q1 2024 | $875,255 | -28.7% | 15,211 | -28.2% | 0.18% | -30.8% |
| Q4 2023 | $1,227,228 | +15.2% | 21,181 | +7.7% | 0.25% | +1.6% |
| 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 ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |