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 | $243,983 | -49.9% | 4,449 | -48.0% | 0.07% | -44.6% |
Q2 2023 | $487,036 | +5.4% | 8,552 | +6.3% | 0.13% | +1.6% |
Q1 2023 | $461,943 | +28.3% | 8,045 | +30.0% | 0.13% | +36.2% |
Q1 2022 | $360,000 | -67.1% | 6,188 | -64.8% | 0.09% | -64.8% |
Q4 2021 | $1,094,000 | +0.4% | 17,558 | 0.0% | 0.27% | -6.6% |
Q3 2021 | $1,090,000 | +26.0% | 17,558 | +27.2% | 0.29% | +21.7% |
Q2 2021 | $865,000 | – | 13,808 | – | 0.24% | – |
Download |
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% |