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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MISSION WEALTH MANAGEMENT, LP | 929,009 | $56,224,000 | 6.20% |
Blue Zone Wealth Advisors, LLC | 109,340 | $6,617,000 | 6.20% |
Miracle Mile Advisors, LLC | 755,407 | $45,717,000 | 4.90% |
Towerpoint Wealth, LLC | 97,959 | $5,928,000 | 4.70% |
Parkside Advisors LLC | 140,575 | $8,508,000 | 4.62% |
Epstein & White Financial LLC | 173,651 | $10,505,000 | 4.40% |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 77,504 | $4,691,000 | 3.55% |
Boltwood Capital Management | 56,799 | $3,437,000 | 2.43% |
Slow Capital, Inc. | 94,654 | $5,728,000 | 2.16% |
NewFocus Financial Group, LLC | 67,130 | $4,063,000 | 1.88% |