ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. 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 ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |