ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,942,762 | -2.9% | 35,426 | +0.9% | 0.65% | +0.9% |
| Q2 2023 | $2,000,255 | +14.5% | 35,123 | +15.5% | 0.64% | +0.3% |
| Q1 2023 | $1,746,831 | -6.7% | 30,422 | -8.9% | 0.64% | -14.8% |
| Q4 2022 | $1,873,176 | +7.2% | 33,384 | +3.6% | 0.75% | +4.3% |
| Q3 2022 | $1,747,000 | +59.8% | 32,212 | +66.5% | 0.72% | +65.4% |
| Q2 2022 | $1,093,000 | -13.9% | 19,352 | -11.4% | 0.43% | +1.2% |
| Q1 2022 | $1,270,000 | -15.4% | 21,833 | -9.4% | 0.43% | -13.0% |
| Q4 2021 | $1,502,000 | -38.3% | 24,100 | -38.5% | 0.49% | -44.2% |
| Q3 2021 | $2,433,000 | +13.7% | 39,187 | +14.7% | 0.88% | -4.7% |
| Q2 2021 | $2,139,000 | +16.7% | 34,158 | +15.8% | 0.93% | +14.1% |
| Q1 2021 | $1,833,000 | +6.8% | 29,503 | +8.0% | 0.81% | -2.8% |
| Q4 2020 | $1,717,000 | +70.3% | 27,321 | +69.1% | 0.84% | +40.7% |
| Q3 2020 | $1,008,000 | +116.8% | 16,155 | +116.0% | 0.59% | +77.8% |
| Q2 2020 | $465,000 | – | 7,479 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |