ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 114 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,322,896 | -19.4% | 407,055 | -16.3% | 0.48% | -23.4% |
| Q2 2023 | $27,709,991 | +8.1% | 486,567 | +9.0% | 0.63% | -8.1% |
| Q1 2023 | $25,638,662 | -7.2% | 446,511 | -9.3% | 0.68% | -2.3% |
| Q4 2022 | $27,613,975 | +262.0% | 492,140 | +275.3% | 0.70% | +311.2% |
| Q1 2022 | $7,629,000 | +1404.7% | 131,123 | +1513.6% | 0.17% | +1445.5% |
| Q4 2021 | $507,000 | +62.5% | 8,126 | +61.9% | 0.01% | +22.2% |
| Q1 2021 | $312,000 | +6140.0% | 5,019 | +5804.7% | 0.01% | – |
| Q3 2018 | $5,000 | -97.3% | 85 | -97.3% | 0.00% | -100.0% |
| Q1 2018 | $182,000 | +25.5% | 3,121 | +27.1% | 0.01% | +14.3% |
| Q4 2017 | $145,000 | – | 2,455 | – | 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% |