ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |