ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,878,352 | -0.5% | 50,542 | +0.3% | 0.26% | -8.4% |
| Q1 2023 | $2,894,207 | +2.5% | 50,404 | +0.2% | 0.29% | -5.9% |
| Q4 2022 | $2,822,789 | +3.9% | 50,308 | +0.3% | 0.30% | -4.7% |
| Q3 2022 | $2,718,000 | +11.9% | 50,134 | +16.5% | 0.32% | +19.5% |
| Q2 2022 | $2,430,000 | -2.8% | 43,035 | +0.2% | 0.27% | +9.9% |
| Q1 2022 | $2,499,000 | -6.5% | 42,955 | +0.1% | 0.24% | +2.1% |
| Q4 2021 | $2,674,000 | +5.1% | 42,907 | +5.6% | 0.24% | -8.8% |
| Q3 2021 | $2,544,000 | +3.3% | 40,635 | +3.3% | 0.26% | +2.0% |
| Q2 2021 | $2,463,000 | -3.7% | 39,334 | -4.5% | 0.26% | -32.3% |
| Q1 2021 | $2,558,000 | +61.4% | 41,173 | +63.2% | 0.38% | +50.0% |
| Q4 2020 | $1,585,000 | +0.7% | 25,229 | 0.0% | 0.25% | -11.6% |
| Q3 2020 | $1,574,000 | +0.4% | 25,229 | 0.0% | 0.28% | -8.4% |
| Q2 2020 | $1,568,000 | +2.7% | 25,229 | 0.0% | 0.31% | -14.6% |
| Q1 2020 | $1,527,000 | -1.2% | 25,229 | 0.0% | 0.36% | +19.7% |
| Q4 2019 | $1,545,000 | -0.1% | 25,229 | 0.0% | 0.30% | -4.4% |
| Q3 2019 | $1,546,000 | +1.0% | 25,229 | 0.0% | 0.32% | +2.9% |
| Q2 2019 | $1,530,000 | +1.8% | 25,229 | 0.0% | 0.31% | -0.3% |
| Q1 2019 | $1,503,000 | +1.9% | 25,229 | 0.0% | 0.31% | -8.0% |
| Q4 2018 | $1,475,000 | +0.8% | 25,229 | 0.0% | 0.34% | +13.5% |
| Q3 2018 | $1,463,000 | -0.9% | 25,229 | 0.0% | 0.30% | +1.4% |
| Q2 2018 | $1,477,000 | – | 25,229 | – | 0.29% | – |
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% |