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 | $28,060,742 | +1.5% | 511,684 | +5.4% | 5.27% | +5.4% |
| Q2 2023 | $27,650,171 | -0.6% | 485,517 | +0.2% | 5.00% | -2.9% |
| Q1 2023 | $27,828,575 | +4.5% | 484,650 | +2.1% | 5.15% | -2.9% |
| Q4 2022 | $26,632,864 | +9.6% | 474,655 | +5.6% | 5.31% | +3.3% |
| Q3 2022 | $24,303,000 | +5300.7% | 449,642 | +5713.1% | 5.14% | +5250.0% |
| Q1 2022 | $450,000 | – | 7,735 | – | 0.10% | – |
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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% |