ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $105,000 | +4.0% | 1,680 | +3.7% | 0.01% | -12.5% |
| Q3 2021 | $101,000 | +21.7% | 1,620 | +22.7% | 0.01% | +14.3% |
| Q2 2021 | $83,000 | +9.2% | 1,320 | +8.2% | 0.01% | 0.0% |
| Q1 2021 | $76,000 | -1.3% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $77,000 | +1.3% | 1,220 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $76,000 | +2.7% | 1,220 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $74,000 | -1.3% | 1,220 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $75,000 | 0.0% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $75,000 | +1.4% | 1,220 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $74,000 | +4.2% | 1,220 | 0.0% | 0.01% | -46.7% |
| Q4 2018 | $71,000 | -99.9% | 1,220 | +154.2% | 0.02% | +7.1% |
| Q2 2017 | $56,000,000 | +100.0% | 480 | +99.2% | 0.01% | +75.0% |
| Q1 2017 | $28,000,000 | -60.0% | 241 | -60.5% | 0.01% | -33.3% |
| Q4 2016 | $70,000,000 | +94494.6% | 610 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $74,000 | +393.3% | 610 | +369.2% | 0.01% | +333.3% |
| Q3 2014 | $15,000 | – | 130 | – | 0.00% | – |
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% |