ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,891,532 | +12.3% | 125,666 | +16.6% | 0.24% | +16.2% |
| Q2 2023 | $6,138,504 | -0.5% | 107,788 | +0.3% | 0.21% | -3.7% |
| Q1 2023 | $6,171,072 | +1022.0% | 107,473 | +1002.9% | 0.22% | +603.2% |
| Q2 2022 | $550,000 | -2.5% | 9,745 | +0.5% | 0.03% | +6.9% |
| Q1 2022 | $564,000 | -6.5% | 9,701 | +0.3% | 0.03% | 0.0% |
| Q4 2021 | $603,000 | +1.0% | 9,675 | +0.5% | 0.03% | -9.4% |
| Q3 2021 | $597,000 | -0.5% | 9,625 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $600,000 | +1.2% | 9,589 | +0.4% | 0.03% | -15.8% |
| Q1 2021 | $593,000 | -8.5% | 9,550 | -7.4% | 0.04% | -17.4% |
| Q4 2020 | $648,000 | +1.2% | 10,318 | +0.6% | 0.05% | -14.8% |
| Q3 2020 | $640,000 | – | 10,260 | – | 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% |