ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $146 | -99.9% | 2,606 | +29.9% | 0.00% | 0.0% |
| Q3 2022 | $108,000 | -4.4% | 2,006 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $113,000 | -47.4% | 2,006 | -45.9% | 0.00% | 0.0% |
| Q1 2022 | $215,000 | +330.0% | 3,706 | +359.8% | 0.00% | – |
| Q4 2021 | $50,000 | 0.0% | 806 | 0.0% | 0.00% | – |
| Q3 2021 | $50,000 | 0.0% | 806 | +0.4% | 0.00% | – |
| Q2 2021 | $50,000 | +316.7% | 803 | +301.5% | 0.00% | – |
| Q1 2021 | $12,000 | – | 200 | – | 0.00% | – |
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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% |