ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,837,935 | +73.7% | 161,158 | +80.4% | 0.01% | +44.4% |
| Q2 2023 | $5,088,916 | +0.1% | 89,357 | +0.9% | 0.01% | -10.0% |
| Q1 2023 | $5,085,298 | +0.1% | 88,562 | -2.2% | 0.01% | 0.0% |
| Q4 2022 | $5,081,000 | +20.7% | 90,548 | +16.7% | 0.01% | 0.0% |
| Q3 2022 | $4,208,000 | +4.1% | 77,588 | +8.3% | 0.01% | +11.1% |
| Q2 2022 | $4,042,000 | +59.1% | 71,613 | +64.1% | 0.01% | +80.0% |
| Q1 2022 | $2,540,000 | +3.7% | 43,650 | +11.0% | 0.01% | 0.0% |
| Q4 2021 | $2,449,000 | +13.1% | 39,313 | +12.7% | 0.01% | 0.0% |
| Q3 2021 | $2,166,000 | -10.5% | 34,895 | -9.7% | 0.01% | 0.0% |
| Q2 2021 | $2,420,000 | +24.0% | 38,634 | +23.0% | 0.01% | 0.0% |
| Q1 2021 | $1,952,000 | -25.1% | 31,421 | -24.3% | 0.01% | -28.6% |
| Q4 2020 | $2,607,000 | -4.2% | 41,485 | -5.0% | 0.01% | -12.5% |
| Q3 2020 | $2,722,000 | +14.4% | 43,654 | +14.1% | 0.01% | 0.0% |
| Q2 2020 | $2,379,000 | +34.0% | 38,273 | -68.4% | 0.01% | +14.3% |
| Q1 2020 | $1,776,000 | – | 121,293 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |