ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $53,488 | -3.1% | 975 | +0.5% | 0.00% | 0.0% |
Q2 2023 | $55,223 | +17.5% | 970 | +11.1% | 0.00% | 0.0% |
Q3 2022 | $47,000 | -4.1% | 873 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $49,000 | -72.8% | 873 | -70.4% | 0.00% | -80.0% |
Q4 2019 | $180,000 | 0.0% | 2,954 | +0.2% | 0.01% | -16.7% |
Q3 2019 | $180,000 | +1.1% | 2,949 | +0.1% | 0.01% | -14.3% |
Q2 2019 | $178,000 | -1.1% | 2,946 | -5.2% | 0.01% | -22.2% |
Q3 2018 | $180,000 | -1.1% | 3,109 | +0.2% | 0.01% | -18.2% |
Q2 2018 | $182,000 | +1.1% | 3,104 | +0.1% | 0.01% | -8.3% |
Q1 2018 | $180,000 | +4.7% | 3,100 | +6.5% | 0.01% | -7.7% |
Q4 2017 | $172,000 | +59.3% | 2,910 | +218.0% | 0.01% | +18.2% |
Q3 2017 | $108,000 | +0.9% | 915 | 0.0% | 0.01% | -8.3% |
Q2 2017 | $107,000 | +0.9% | 915 | 0.0% | 0.01% | -25.0% |
Q1 2017 | $106,000 | +1.0% | 915 | 0.0% | 0.02% | -66.7% |
Q4 2016 | $105,000 | – | 915 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |