ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 244 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,448,391 | +46.0% | 25,455 | +41.1% | 0.36% | +34.0% |
| Q3 2022 | $992,000 | -21.3% | 18,040 | -19.1% | 0.27% | -18.3% |
| Q2 2022 | $1,260,000 | -2.8% | 22,311 | -4.4% | 0.33% | -2.7% |
| Q1 2022 | $1,296,000 | -75.3% | 23,340 | -72.3% | 0.34% | -72.3% |
| Q4 2021 | $5,243,000 | +132.7% | 84,114 | +131.7% | 1.22% | +149.0% |
| Q3 2021 | $2,253,000 | +46.0% | 36,297 | +47.4% | 0.49% | +57.4% |
| Q2 2021 | $1,543,000 | -3.3% | 24,617 | -3.8% | 0.31% | -1.9% |
| Q1 2021 | $1,596,000 | -0.7% | 25,581 | -0.1% | 0.32% | -8.1% |
| Q4 2020 | $1,608,000 | +0.6% | 25,594 | 0.0% | 0.34% | -3.1% |
| Q3 2020 | $1,599,000 | -11.2% | 25,594 | -10.3% | 0.36% | -5.3% |
| Q2 2020 | $1,800,000 | – | 28,519 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 133,473 | $8,358,000 | 4.15% |
| Slow Capital, Inc. | 238,426 | $14,930,000 | 2.82% |
| MISSION WEALTH MANAGEMENT, LP | 822,145 | $51,483,000 | 2.73% |
| Bradley & Co. Private Wealth Management, LLC | 45,636 | $2,857,000 | 2.49% |
| Pacific Capital Wealth Advisors, Inc. | 75,798 | $4,746,000 | 2.39% |
| Epstein & White Financial LLC | 137,782 | $8,633,000 | 2.28% |
| Opes Wealth Management LLC | 80,946 | $5,069,000 | 1.88% |
| Omega Financial Group, LLC | 56,432 | $3,534,000 | 1.71% |
| Boltwood Capital Management | 63,559 | $3,980,000 | 1.65% |
| Orin Green Financial, LLC | 37,026 | $2,319,000 | 1.64% |