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 ↓ |
|---|---|---|---|
| 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% |