ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,629,740 | -17.2% | 29,718 | -14.0% | 0.97% | -12.7% |
Q2 2023 | $1,968,392 | -22.0% | 34,564 | -21.3% | 1.11% | -23.2% |
Q1 2023 | $2,522,548 | -6.3% | 43,932 | -8.4% | 1.44% | -7.0% |
Q4 2022 | $2,691,069 | +181.2% | 47,961 | +171.7% | 1.55% | +169.2% |
Q3 2022 | $957,000 | -2.6% | 17,653 | +1.4% | 0.58% | -1.7% |
Q2 2022 | $983,000 | -87.0% | 17,416 | -86.6% | 0.59% | -84.4% |
Q1 2022 | $7,574,000 | -6.1% | 130,186 | +0.7% | 3.76% | -1.4% |
Q4 2021 | $8,062,000 | -6.9% | 129,344 | -7.3% | 3.82% | -11.5% |
Q3 2021 | $8,657,000 | +3.6% | 139,463 | +4.5% | 4.31% | +3.8% |
Q2 2021 | $8,358,000 | +6.9% | 133,473 | +6.0% | 4.15% | +10.7% |
Q1 2021 | $7,822,000 | +6.5% | 125,917 | +7.7% | 3.75% | +2.1% |
Q4 2020 | $7,347,000 | +6.8% | 116,937 | +6.0% | 3.68% | -3.9% |
Q3 2020 | $6,882,000 | +5.3% | 110,302 | +4.9% | 3.82% | -6.0% |
Q2 2020 | $6,534,000 | +10.2% | 105,120 | +7.3% | 4.07% | -13.4% |
Q1 2020 | $5,928,000 | -9.0% | 97,959 | -7.9% | 4.70% | +9.1% |
Q4 2019 | $6,515,000 | +2.5% | 106,399 | +2.5% | 4.30% | -0.3% |
Q3 2019 | $6,359,000 | +10.0% | 103,769 | +9.5% | 4.32% | +6.6% |
Q2 2019 | $5,779,000 | +21.8% | 94,744 | +19.0% | 4.05% | +22.3% |
Q1 2019 | $4,746,000 | +20.5% | 79,650 | +18.1% | 3.31% | +4.9% |
Q4 2018 | $3,940,000 | +15.8% | 67,420 | +14.9% | 3.16% | +11.8% |
Q3 2018 | $3,402,000 | +103.8% | 58,665 | +105.7% | 2.82% | +80.1% |
Q2 2018 | $1,669,000 | +36.6% | 28,515 | +36.2% | 1.57% | +15.9% |
Q1 2018 | $1,222,000 | -18.5% | 20,935 | -17.5% | 1.35% | -31.8% |
Q4 2017 | $1,500,000 | – | 25,365 | – | 1.98% | – |
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% |