ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,098 | -45.0% | 4,688 | -42.2% | 0.01% | +20.0% |
| Q2 2023 | $467,544 | +98.5% | 8,104 | +101.1% | 0.01% | 0.0% |
| Q1 2023 | $235,523 | +100122.6% | 4,029 | +0.4% | 0.01% | +66.7% |
| Q4 2022 | $235 | -99.9% | 4,014 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $233,000 | +0.4% | 3,986 | +0.5% | 0.01% | -14.3% |
| Q2 2022 | $232,000 | 0.0% | 3,968 | 0.0% | 0.01% | +133.3% |
| Q1 2022 | $232,000 | – | 3,968 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $202,000 | -54.5% | 3,372 | -55.7% | 0.03% | +3.7% |
| Q4 2018 | $444,000 | -5.3% | 7,609 | -5.9% | 0.03% | +42.1% |
| Q3 2018 | $469,000 | +44.8% | 8,084 | +46.1% | 0.02% | +35.7% |
| Q2 2018 | $324,000 | -6.9% | 5,534 | -6.0% | 0.01% | -12.5% |
| Q1 2018 | $348,000 | 0.0% | 5,890 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $348,000 | -14.3% | 5,890 | +72.1% | 0.02% | 0.0% |
| Q3 2017 | $406,000 | -31.9% | 3,423 | -32.4% | 0.02% | -36.0% |
| Q2 2017 | $596,000 | -21.8% | 5,064 | -22.7% | 0.02% | -24.2% |
| Q1 2017 | $762,000 | +0.9% | 6,550 | +0.2% | 0.03% | -8.3% |
| Q4 2016 | $755,000 | +2.6% | 6,538 | +7.3% | 0.04% | -5.3% |
| Q3 2016 | $736,000 | +76.5% | 6,095 | +78.5% | 0.04% | +65.2% |
| Q2 2016 | $417,000 | +106.4% | 3,415 | +1.3% | 0.02% | -17.9% |
| Q1 2016 | $202,000 | -44.8% | 3,372 | +8.7% | 0.03% | +12.0% |
| Q4 2015 | $366,000 | – | 3,101 | – | 0.02% | – |
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% |