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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,000 | 0.0% | 214 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | 0.0% | 213 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 212 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 211 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -18.8% | 210 | -18.3% | 0.00% | -50.0% |
| Q1 2021 | $16,000 | -78.9% | 257 | -78.8% | 0.00% | -81.8% |
| Q4 2020 | $76,000 | +1.3% | 1,212 | +0.6% | 0.01% | -15.4% |
| Q3 2020 | $75,000 | 0.0% | 1,205 | +0.4% | 0.01% | -18.8% |
| Q2 2020 | $75,000 | -26.5% | 1,200 | -29.1% | 0.02% | -42.9% |
| Q1 2020 | $102,000 | -1.0% | 1,692 | +0.2% | 0.03% | -3.4% |
| Q4 2019 | $103,000 | – | 1,689 | – | 0.03% | – |
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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% |