ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711 | -53.9% | 12,971 | -52.1% | 0.05% | +34.2% |
| Q2 2023 | $1,542 | +98.5% | 27,076 | +100.0% | 0.04% | 0.0% |
| Q1 2023 | $777 | +8.1% | 13,538 | +5.7% | 0.04% | -5.0% |
| Q4 2022 | $719 | -99.8% | 12,810 | +113.3% | 0.04% | +122.2% |
| Q2 2022 | $339,000 | -4.0% | 6,006 | -0.9% | 0.02% | 0.0% |
| Q1 2022 | $353,000 | -14.5% | 6,061 | -8.6% | 0.02% | -10.0% |
| Q4 2021 | $413,000 | -15.4% | 6,631 | -15.7% | 0.02% | -31.0% |
| Q3 2021 | $488,000 | -3.4% | 7,868 | -2.5% | 0.03% | -6.5% |
| Q2 2021 | $505,000 | -5.8% | 8,070 | -6.4% | 0.03% | -24.4% |
| Q1 2021 | $536,000 | -32.8% | 8,621 | -32.1% | 0.04% | -37.9% |
| Q4 2020 | $798,000 | – | 12,704 | – | 0.07% | – |
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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% |