ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |