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 | $1,091,791 | -3.7% | 19,909 | 0.0% | 0.14% | -3.5% |
| Q2 2023 | $1,133,799 | -5.1% | 19,909 | -4.3% | 0.14% | -9.4% |
| Q1 2023 | $1,194,489 | +2.3% | 20,803 | 0.0% | 0.16% | +9.7% |
| Q4 2022 | $1,167,238 | +1456.3% | 20,803 | +1384.9% | 0.14% | +1108.3% |
| Q3 2022 | $75,000 | +74.4% | 1,401 | +81.9% | 0.01% | +71.4% |
| Q2 2022 | $43,000 | -4.4% | 770 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $45,000 | -6.2% | 770 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | 0.0% | 769 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | 0.0% | 770 | +0.1% | 0.01% | -33.3% |
| Q1 2021 | $48,000 | 0.0% | 769 | -0.1% | 0.01% | -10.0% |
| Q4 2020 | $48,000 | 0.0% | 770 | +0.7% | 0.01% | -9.1% |
| Q3 2020 | $48,000 | +2.1% | 765 | +0.4% | 0.01% | -8.3% |
| Q2 2020 | $47,000 | +4.4% | 762 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -4.3% | 758 | +0.3% | 0.01% | +9.1% |
| Q4 2019 | $47,000 | 0.0% | 756 | +0.7% | 0.01% | -8.3% |
| Q3 2019 | $47,000 | – | 751 | – | 0.01% | – |
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% |