ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 244 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $338 | -46.4% | 5,944 | -45.8% | 0.02% | -32.0% |
| Q1 2024 | $631 | -0.3% | 10,961 | +0.3% | 0.02% | -39.0% |
| Q4 2023 | $633 | -11.0% | 10,924 | -15.8% | 0.04% | -19.6% |
| 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 ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |