ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $41,000 | -6.8% | 700 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $44,000 | +2.3% | 700 | 0.0% | 0.01% | -20.0% |
| Q3 2021 | $43,000 | -68.8% | 700 | -68.2% | 0.01% | -74.4% |
| Q2 2021 | $138,000 | +0.7% | 2,200 | 0.0% | 0.04% | -9.3% |
| Q1 2021 | $137,000 | -9.3% | 2,200 | -8.3% | 0.04% | -4.4% |
| Q4 2020 | $151,000 | +34.8% | 2,400 | +33.3% | 0.04% | -28.6% |
| Q3 2020 | $112,000 | -8.2% | 1,800 | -8.0% | 0.06% | -13.7% |
| Q2 2020 | $122,000 | +3.4% | 1,957 | 0.0% | 0.07% | -6.4% |
| Q1 2020 | $118,000 | -10.6% | 1,957 | -9.3% | 0.08% | +47.2% |
| Q4 2019 | $132,000 | -1.5% | 2,157 | -1.5% | 0.05% | -8.6% |
| Q3 2019 | $134,000 | -67.9% | 2,190 | -68.2% | 0.06% | -74.3% |
| Q2 2019 | $418,000 | +1.7% | 6,890 | 0.0% | 0.23% | +8.1% |
| Q1 2019 | $411,000 | +2.0% | 6,890 | 0.0% | 0.21% | -7.9% |
| Q4 2018 | $403,000 | +7.8% | 6,890 | +6.7% | 0.23% | +27.5% |
| Q3 2018 | $374,000 | -41.7% | 6,455 | -41.2% | 0.18% | -37.5% |
| Q1 2018 | $641,000 | -1.2% | 10,980 | 0.0% | 0.28% | -2.7% |
| Q4 2017 | $649,000 | – | 10,980 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |