ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |