ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,382,736 | -13.3% | 25,214 | -9.9% | 0.97% | -17.4% |
| Q2 2023 | $1,594,258 | -9.2% | 27,994 | -8.4% | 1.17% | -12.2% |
| Q1 2023 | $1,755,215 | +9.2% | 30,568 | +6.7% | 1.33% | +4.3% |
| Q4 2022 | $1,608,000 | -4.9% | 28,650 | -8.1% | 1.28% | -14.9% |
| Q3 2022 | $1,690,000 | -13.5% | 31,163 | -9.9% | 1.50% | -6.4% |
| Q2 2022 | $1,953,000 | +36.5% | 34,595 | +40.7% | 1.60% | +52.4% |
| Q1 2022 | $1,431,000 | +8.1% | 24,588 | +15.8% | 1.05% | +14.6% |
| Q4 2021 | $1,324,000 | -32.1% | 21,242 | -32.3% | 0.92% | -35.3% |
| Q3 2021 | $1,949,000 | +12.0% | 31,391 | +12.9% | 1.42% | +9.2% |
| Q2 2021 | $1,740,000 | +72.8% | 27,792 | +71.5% | 1.30% | +54.9% |
| Q1 2021 | $1,007,000 | -8.5% | 16,205 | -7.5% | 0.84% | -11.1% |
| Q4 2020 | $1,101,000 | +31.7% | 17,521 | +30.8% | 0.94% | +12.4% |
| Q3 2020 | $836,000 | +4.4% | 13,399 | +4.0% | 0.84% | -10.1% |
| Q2 2020 | $801,000 | -2.7% | 12,883 | -5.2% | 0.94% | -15.1% |
| Q1 2020 | $823,000 | -22.4% | 13,595 | -21.5% | 1.10% | -0.6% |
| Q4 2019 | $1,061,000 | -5.0% | 17,323 | -4.9% | 1.11% | -15.7% |
| Q3 2019 | $1,117,000 | -7.8% | 18,225 | -8.8% | 1.32% | -13.3% |
| Q2 2019 | $1,212,000 | +0.5% | 19,987 | -1.2% | 1.52% | -2.6% |
| Q1 2019 | $1,206,000 | +5.4% | 20,236 | +3.3% | 1.56% | -5.7% |
| Q4 2018 | $1,144,000 | – | 19,581 | – | 1.65% | – |
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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% |