ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $478,000 | +110.6% | 8,471 | +116.9% | 0.04% | +160.0% |
| Q1 2022 | $227,000 | -4.6% | 3,906 | +2.1% | 0.02% | 0.0% |
| Q4 2021 | $238,000 | +0.8% | 3,824 | +0.5% | 0.02% | -6.2% |
| Q3 2021 | $236,000 | -8.9% | 3,805 | -7.8% | 0.02% | -5.9% |
| Q2 2021 | $259,000 | +1.6% | 4,126 | +0.2% | 0.02% | -5.6% |
| Q1 2021 | $255,000 | -32.5% | 4,118 | -21.3% | 0.02% | -30.8% |
| Q4 2020 | $378,000 | +29.9% | 5,233 | +12.2% | 0.03% | +4.0% |
| Q3 2020 | $291,000 | +5.1% | 4,664 | +6.2% | 0.02% | -3.8% |
| Q2 2020 | $277,000 | -1.4% | 4,390 | -5.4% | 0.03% | -35.0% |
| Q1 2020 | $281,000 | -32.1% | 4,639 | -31.4% | 0.04% | -9.1% |
| Q4 2019 | $414,000 | +5.1% | 6,758 | +5.1% | 0.04% | -2.2% |
| Q3 2019 | $394,000 | +3.7% | 6,429 | +2.6% | 0.04% | +2.3% |
| Q2 2019 | $380,000 | -0.5% | 6,268 | -2.3% | 0.04% | -8.3% |
| Q1 2019 | $382,000 | -21.9% | 6,417 | -23.3% | 0.05% | -28.4% |
| Q4 2018 | $489,000 | -79.9% | 8,366 | -80.1% | 0.07% | -75.4% |
| Q3 2018 | $2,436,000 | +54.8% | 42,008 | +56.0% | 0.27% | +42.4% |
| Q2 2018 | $1,574,000 | +1.1% | 26,924 | +0.9% | 0.19% | -5.4% |
| Q1 2018 | $1,557,000 | 0.0% | 26,677 | +1.3% | 0.20% | -5.2% |
| Q4 2017 | $1,557,000 | – | 26,326 | – | 0.21% | – |
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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% |