ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,287 | -3.4% | 6,770 | +0.3% | 0.02% | 0.0% |
| Q2 2023 | $384,366 | -25.8% | 6,749 | -25.2% | 0.02% | -22.7% |
| Q1 2023 | $518,246 | +2.5% | 9,026 | +0.2% | 0.02% | -8.3% |
| Q4 2022 | $505,652 | +147.9% | 9,012 | +139.5% | 0.02% | +100.0% |
| Q3 2022 | $204,000 | -3.8% | 3,763 | +0.5% | 0.01% | -7.7% |
| Q2 2022 | $212,000 | -2.3% | 3,746 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $217,000 | -6.5% | 3,730 | +0.2% | 0.01% | -7.1% |
| Q4 2021 | $232,000 | +0.9% | 3,721 | +0.5% | 0.01% | -6.7% |
| Q3 2021 | $230,000 | -0.4% | 3,703 | +0.4% | 0.02% | 0.0% |
| Q2 2021 | $231,000 | +6.5% | 3,690 | +5.9% | 0.02% | -6.2% |
| Q1 2021 | $217,000 | -4.8% | 3,485 | -4.1% | 0.02% | -20.0% |
| Q4 2020 | $228,000 | +1.3% | 3,634 | +0.6% | 0.02% | -20.0% |
| Q3 2020 | $225,000 | +1.4% | 3,613 | +1.2% | 0.02% | -10.7% |
| Q2 2020 | $222,000 | +3600.0% | 3,571 | +3471.0% | 0.03% | +2700.0% |
| Q1 2020 | $6,000 | -66.7% | 100 | -65.5% | 0.00% | -50.0% |
| Q4 2019 | $18,000 | +12.5% | 290 | +8.2% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | +33.3% | 268 | +41.1% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $11,000 | 0.0% | 190 | +100.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | – | 95 | – | 0.00% | – |
Download | ||||||
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% |