ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,640,394 | -0.6% | 102,853 | +3.2% | 0.07% | -24.7% |
| Q2 2023 | $5,673,853 | +0.4% | 99,629 | +1.2% | 0.09% | -3.1% |
| Q1 2023 | $5,651,938 | -2.1% | 98,432 | -4.3% | 0.10% | -14.3% |
| Q4 2022 | $5,772,924 | +5.7% | 102,886 | +2.1% | 0.11% | -8.2% |
| Q3 2022 | $5,461,000 | +3.8% | 100,756 | +8.2% | 0.12% | +9.9% |
| Q2 2022 | $5,259,000 | +257.5% | 93,135 | +268.3% | 0.11% | +455.0% |
| Q1 2022 | $1,471,000 | +130.6% | 25,289 | +147.1% | 0.02% | +17.6% |
| Q4 2021 | $638,000 | -58.1% | 10,236 | -57.9% | 0.02% | -68.5% |
| Q2 2021 | $1,522,000 | +46.1% | 24,299 | +44.8% | 0.05% | -15.6% |
| Q1 2021 | $1,042,000 | -16.1% | 16,779 | -15.1% | 0.06% | -24.7% |
| Q4 2020 | $1,242,000 | +4.5% | 19,761 | +3.8% | 0.08% | -26.1% |
| Q3 2020 | $1,188,000 | +2.9% | 19,045 | +2.6% | 0.12% | -0.9% |
| Q2 2020 | $1,154,000 | – | 18,560 | – | 0.12% | – |
Download | ||||||
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% |