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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |