ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,091,605 | -5.9% | 56,375 | -2.3% | 2.04% | -5.6% |
| Q2 2023 | $3,284,477 | -1.3% | 57,673 | -0.5% | 2.17% | -8.6% |
| Q1 2023 | $3,326,800 | -1.2% | 57,938 | -3.5% | 2.37% | -12.4% |
| Q4 2022 | $3,367,834 | +12.9% | 60,022 | +9.1% | 2.70% | -10.0% |
| Q3 2022 | $2,983,000 | -9.2% | 55,015 | -5.5% | 3.00% | -5.4% |
| Q2 2022 | $3,287,000 | +44.4% | 58,215 | +48.8% | 3.18% | +59.8% |
| Q1 2022 | $2,276,000 | – | 39,115 | – | 1.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |