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 | $5,147,502 | +2.0% | 93,864 | +5.9% | 2.36% | +2.2% |
| Q2 2023 | $5,046,738 | +153.4% | 88,617 | +155.5% | 2.31% | +121.3% |
| Q1 2023 | $1,991,326 | +13.6% | 34,680 | +11.0% | 1.04% | -0.6% |
| Q4 2022 | $1,752,876 | +40.1% | 31,240 | +37.8% | 1.05% | +11.0% |
| Q3 2022 | $1,251,000 | +205.9% | 22,666 | +220.8% | 0.94% | +161.8% |
| Q2 2022 | $409,000 | -1.9% | 7,066 | -4.6% | 0.36% | -12.4% |
| Q1 2022 | $417,000 | -13.7% | 7,408 | -5.5% | 0.41% | -7.2% |
| Q4 2021 | $483,000 | – | 7,837 | – | 0.44% | – |
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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% |