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 | 929,009 | $56,224,000 | 6.20% |
| Blue Zone Wealth Advisors, LLC | 109,340 | $6,617,000 | 6.20% |
| Miracle Mile Advisors, LLC | 755,407 | $45,717,000 | 4.90% |
| Towerpoint Wealth, LLC | 97,959 | $5,928,000 | 4.70% |
| Parkside Advisors LLC | 140,575 | $8,508,000 | 4.62% |
| Epstein & White Financial LLC | 173,651 | $10,505,000 | 4.40% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 77,504 | $4,691,000 | 3.55% |
| Boltwood Capital Management | 56,799 | $3,437,000 | 2.43% |
| Slow Capital, Inc. | 94,654 | $5,728,000 | 2.16% |
| NewFocus Financial Group, LLC | 67,130 | $4,063,000 | 1.88% |