ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2023 | $6 | 0.0% | 110 | +0.9% | 0.00% | – |
| Q1 2023 | $6 | 0.0% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 109 | +0.9% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 108 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 108 | +0.9% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 107 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 107 | +0.9% | 0.00% | – |
| Q3 2021 | $7,000 | -87.5% | 106 | -88.2% | 0.00% | -100.0% |
| Q2 2021 | $56,000 | 0.0% | 901 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | 0.0% | 897 | +0.2% | 0.00% | -20.0% |
| Q4 2020 | $56,000 | +115.4% | 895 | +115.1% | 0.01% | +150.0% |
| Q3 2020 | $26,000 | 0.0% | 416 | +0.2% | 0.00% | -33.3% |
| Q2 2020 | $26,000 | +333.3% | 415 | +302.9% | 0.00% | +200.0% |
| Q1 2020 | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 102 | – | 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% |