ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,644 | -3.2% | 6,595 | +0.5% | 0.05% | -3.9% |
| Q2 2023 | $373,645 | -0.3% | 6,560 | +0.5% | 0.05% | -7.3% |
| Q1 2023 | $374,937 | +2.7% | 6,530 | +0.3% | 0.06% | -5.2% |
| Q4 2022 | $365,160 | +4.0% | 6,508 | +0.6% | 0.06% | 0.0% |
| Q3 2022 | $351,000 | -3.6% | 6,468 | +0.4% | 0.06% | +1.8% |
| Q2 2022 | $364,000 | +674.5% | 6,442 | +687.5% | 0.06% | +850.0% |
| Q1 2022 | $47,000 | -79.9% | 818 | -78.2% | 0.01% | -78.6% |
| Q4 2021 | $234,000 | +0.9% | 3,758 | +0.4% | 0.03% | -12.5% |
| Q3 2021 | $232,000 | -0.9% | 3,743 | +0.3% | 0.03% | 0.0% |
| Q2 2021 | $234,000 | +254.5% | 3,732 | +252.7% | 0.03% | +220.0% |
| Q1 2021 | $66,000 | -8.3% | 1,058 | -8.0% | 0.01% | -16.7% |
| Q4 2020 | $72,000 | +9.1% | 1,150 | +8.7% | 0.01% | 0.0% |
| Q3 2020 | $66,000 | -69.6% | 1,058 | -69.7% | 0.01% | -73.9% |
| Q2 2020 | $217,000 | +2.8% | 3,490 | +0.1% | 0.05% | -17.9% |
| Q1 2020 | $211,000 | +19.9% | 3,487 | +21.2% | 0.06% | +40.0% |
| Q4 2019 | $176,000 | +10.7% | 2,876 | +10.7% | 0.04% | +2.6% |
| Q3 2019 | $159,000 | +1.3% | 2,598 | +0.1% | 0.04% | -7.1% |
| Q2 2019 | $157,000 | -11.3% | 2,595 | -12.7% | 0.04% | -12.5% |
| Q1 2019 | $177,000 | +1.7% | 2,973 | +0.1% | 0.05% | -11.1% |
| Q4 2018 | $174,000 | +216.4% | 2,970 | +554.2% | 0.05% | +92.9% |
| Q3 2016 | $55,000 | 0.0% | 454 | 0.0% | 0.03% | -6.7% |
| Q2 2016 | $55,000 | +61.8% | 454 | +57.6% | 0.03% | +50.0% |
| Q1 2016 | $34,000 | 0.0% | 288 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $34,000 | – | 288 | – | 0.02% | – |
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% |