ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,186 | -7.4% | 4,070 | -4.8% | 0.00% | -50.0% |
| Q2 2022 | $241,000 | +13.1% | 4,273 | +16.6% | 0.01% | +14.3% |
| Q1 2022 | $213,000 | -33.9% | 3,665 | -29.1% | 0.01% | -30.0% |
| Q4 2021 | $322,000 | -42.9% | 5,170 | -43.1% | 0.01% | -44.4% |
| Q3 2021 | $564,000 | -4.1% | 9,090 | -3.2% | 0.02% | -14.3% |
| Q2 2021 | $588,000 | +26.5% | 9,390 | +25.4% | 0.02% | +10.5% |
| Q1 2021 | $465,000 | +3.6% | 7,490 | +4.7% | 0.02% | -9.5% |
| Q4 2020 | $449,000 | +0.7% | 7,154 | 0.0% | 0.02% | -22.2% |
| Q3 2020 | $446,000 | -3.0% | 7,154 | -3.4% | 0.03% | -18.2% |
| Q2 2020 | $460,000 | +12.5% | 7,404 | +9.6% | 0.03% | -13.2% |
| Q1 2020 | $409,000 | -22.1% | 6,754 | -21.2% | 0.04% | -13.6% |
| Q4 2019 | $525,000 | +20.7% | 8,569 | +20.8% | 0.04% | -10.2% |
| Q3 2019 | $435,000 | – | 7,094 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewFocus Financial Group, LLC | 277,390 | $17,428,000 | 5.13% |
| Towerpoint Wealth, LLC | 116,937 | $7,347,000 | 3.68% |
| MISSION WEALTH MANAGEMENT, LP | 848,978 | $53,341,000 | 3.34% |
| Epstein & White Financial LLC | 147,045 | $9,238,000 | 2.84% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 73,343 | $4,608,000 | 2.62% |
| Miracle Mile Advisors, LLC | 508,280 | $31,935,000 | 1.96% |
| Blue Zone Wealth Advisors, LLC | 62,653 | $3,936,000 | 1.90% |
| Boltwood Capital Management | 60,974 | $3,831,000 | 1.86% |
| Omega Financial Group, LLC | 53,689 | $3,373,000 | 1.82% |
| Slow Capital, Inc. | 114,464 | $7,192,000 | 1.72% |