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 | $508,806 | +13.4% | 9,278 | +17.8% | 0.06% | +26.7% |
| Q2 2023 | $448,653 | +14.7% | 7,878 | +15.6% | 0.04% | +4.7% |
| Q1 2023 | $391,146 | +16.7% | 6,812 | +14.0% | 0.04% | +4.9% |
| Q4 2022 | $335,257 | +3.5% | 5,975 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $324,000 | -20.0% | 5,975 | -16.7% | 0.04% | -16.0% |
| Q2 2022 | $405,000 | -16.8% | 7,169 | -14.4% | 0.05% | -16.7% |
| Q1 2022 | $487,000 | -50.1% | 8,379 | -46.4% | 0.06% | -48.7% |
| Q4 2021 | $975,000 | -17.9% | 15,645 | -18.2% | 0.12% | -24.5% |
| Q3 2021 | $1,187,000 | +70.1% | 19,116 | +71.4% | 0.16% | +64.9% |
| Q2 2021 | $698,000 | +0.7% | 11,150 | 0.0% | 0.09% | -10.5% |
| Q1 2021 | $693,000 | +11.4% | 11,150 | +12.6% | 0.10% | +6.1% |
| Q4 2020 | $622,000 | +10.5% | 9,900 | +9.7% | 0.10% | -3.9% |
| Q3 2020 | $563,000 | +2.2% | 9,025 | +1.8% | 0.10% | -8.0% |
| Q2 2020 | $551,000 | +80.1% | 8,865 | +77.3% | 0.11% | +83.6% |
| Q4 2019 | $306,000 | – | 5,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
| Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
| Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
| Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
| Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
| Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
| Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
| Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
| BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |