Hall Private Wealth Advisors - ISHARES TR ownership

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
Hall Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$460,766
+19.6%
8,402
+24.2%
0.31%
+49.0%
Q2 2023$385,267
-0.8%
6,7650.0%0.21%
+3.0%
Q1 2023$388,446
+2.3%
6,7650.0%0.20%
-6.5%
Q4 2022$379,584
+3.4%
6,7650.0%0.22%
+2.4%
Q3 2022$367,0006,7650.21%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders