ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $458,518 | +4.2% | 7,985 | +1.8% | 0.05% | +17.9% |
| Q4 2022 | $440,223 | +4.6% | 7,845 | +1.1% | 0.04% | -2.5% |
| Q3 2022 | $421,000 | -4.8% | 7,757 | -0.7% | 0.04% | -2.4% |
| Q2 2022 | $442,000 | -9.1% | 7,809 | -6.5% | 0.04% | +10.8% |
| Q1 2022 | $486,000 | -6.0% | 8,353 | +0.7% | 0.04% | -9.8% |
| Q4 2021 | $517,000 | -31.6% | 8,293 | -31.9% | 0.04% | -40.6% |
| Q3 2021 | $756,000 | -17.2% | 12,171 | -16.5% | 0.07% | -18.8% |
| Q2 2021 | $913,000 | +3.8% | 14,583 | +3.0% | 0.08% | -3.4% |
| Q1 2021 | $880,000 | +17.8% | 14,160 | +19.1% | 0.09% | +3.5% |
| Q4 2020 | $747,000 | +125.0% | 11,890 | +122.5% | 0.08% | +84.8% |
| Q2 2020 | $332,000 | – | 5,344 | – | 0.05% | – |
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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% |