ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,274 | +14.7% | 114,413 | +19.2% | 0.02% | +17.6% |
| Q2 2023 | $5,468 | +4.5% | 96,019 | +5.4% | 0.02% | 0.0% |
| Q1 2023 | $5,231 | +20.6% | 91,092 | +17.8% | 0.02% | +13.3% |
| Q4 2022 | $4,339 | -99.9% | 77,324 | +34.9% | 0.02% | +25.0% |
| Q3 2022 | $3,235,000 | 0.0% | 57,301 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $3,235,000 | -27.8% | 57,301 | -25.6% | 0.01% | -14.3% |
| Q1 2022 | $4,481,000 | -18.9% | 77,020 | -13.1% | 0.01% | -17.6% |
| Q4 2021 | $5,524,000 | +17.2% | 88,620 | +16.7% | 0.02% | +6.2% |
| Q3 2021 | $4,713,000 | +7.2% | 75,917 | +8.1% | 0.02% | +6.7% |
| Q2 2021 | $4,397,000 | +18.6% | 70,216 | +17.7% | 0.02% | +7.1% |
| Q1 2021 | $3,707,000 | -1.5% | 59,676 | -0.3% | 0.01% | -12.5% |
| Q4 2020 | $3,762,000 | +11.4% | 59,869 | +10.7% | 0.02% | -5.9% |
| Q3 2020 | $3,376,000 | -3.3% | 54,105 | -3.6% | 0.02% | -10.5% |
| Q2 2020 | $3,490,000 | -10.4% | 56,147 | -12.8% | 0.02% | -20.8% |
| Q1 2020 | $3,895,000 | -23.6% | 64,366 | -22.7% | 0.02% | -7.7% |
| Q4 2019 | $5,100,000 | +12.8% | 83,299 | +11.8% | 0.03% | 0.0% |
| Q3 2019 | $4,520,000 | 0.0% | 74,533 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $4,520,000 | +19.3% | 74,533 | +17.2% | 0.03% | +13.0% |
| Q1 2019 | $3,790,000 | -19.9% | 63,596 | -21.4% | 0.02% | -30.3% |
| Q4 2018 | $4,729,000 | -3.5% | 80,905 | -4.3% | 0.03% | +3.1% |
| Q3 2018 | $4,903,000 | +5.5% | 84,555 | +6.5% | 0.03% | -3.0% |
| Q2 2018 | $4,646,000 | -12.8% | 79,363 | -13.7% | 0.03% | -15.4% |
| Q1 2018 | $5,327,000 | +20.9% | 91,995 | +23.5% | 0.04% | +11.4% |
| Q4 2017 | $4,405,000 | +4.6% | 74,471 | +109.5% | 0.04% | -10.3% |
| Q3 2017 | $4,213,000 | +2.9% | 35,552 | +2.2% | 0.04% | -9.3% |
| Q2 2017 | $4,094,000 | +6.7% | 34,783 | +5.4% | 0.04% | -6.5% |
| Q1 2017 | $3,838,000 | -4.6% | 32,994 | -5.3% | 0.05% | -22.0% |
| Q4 2016 | $4,023,000 | -5.0% | 34,841 | -0.7% | 0.06% | -16.9% |
| Q3 2016 | $4,235,000 | -10.0% | 35,091 | -9.0% | 0.07% | -26.0% |
| Q2 2016 | $4,704,000 | +11.2% | 38,542 | +8.7% | 0.10% | -8.6% |
| Q1 2016 | $4,231,000 | +0.8% | 35,462 | -0.2% | 0.10% | -18.6% |
| Q4 2015 | $4,197,000 | +1.1% | 35,526 | +0.4% | 0.13% | -18.4% |
| Q3 2015 | $4,153,000 | +23.5% | 35,391 | +21.6% | 0.16% | +9.0% |
| Q2 2015 | $3,364,000 | +96.7% | 29,116 | +101.3% | 0.14% | +46.5% |
| Q1 2015 | $1,710,000 | +6740.0% | 14,461 | +6689.2% | 0.10% | +4850.0% |
| Q4 2014 | $25,000 | – | 213 | – | 0.00% | – |
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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% |