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 | $727,398 | -3.7% | 13,264 | 0.0% | 0.29% | -1.3% |
| Q2 2023 | $755,385 | -0.8% | 13,264 | 0.0% | 0.30% | +4.2% |
| Q1 2023 | $761,619 | +2.3% | 13,264 | 0.0% | 0.28% | -5.9% |
| Q4 2022 | $744,243 | -25.9% | 13,264 | -28.4% | 0.30% | -24.2% |
| Q3 2022 | $1,005,000 | -14.4% | 18,531 | -10.9% | 0.40% | -11.3% |
| Q2 2022 | $1,174,000 | -8.5% | 20,790 | -5.7% | 0.45% | -0.4% |
| Q1 2022 | $1,283,000 | -25.6% | 22,055 | -20.3% | 0.45% | -23.2% |
| Q4 2021 | $1,725,000 | -3.1% | 27,678 | -3.5% | 0.59% | -9.5% |
| Q3 2021 | $1,780,000 | -1.3% | 28,679 | -0.4% | 0.65% | -2.2% |
| Q2 2021 | $1,804,000 | +0.7% | 28,801 | -0.1% | 0.67% | +0.2% |
| Q1 2021 | $1,791,000 | -1.8% | 28,837 | -0.6% | 0.67% | -3.6% |
| Q4 2020 | $1,823,000 | +31.6% | 29,020 | +30.8% | 0.69% | +16.1% |
| Q3 2020 | $1,385,000 | +11.0% | 22,195 | +10.5% | 0.60% | +1.7% |
| Q2 2020 | $1,248,000 | -5.7% | 20,085 | -8.2% | 0.58% | -17.4% |
| Q1 2020 | $1,324,000 | -5.0% | 21,885 | -3.8% | 0.71% | +14.2% |
| Q4 2019 | $1,393,000 | +3.0% | 22,745 | +3.0% | 0.62% | -24.2% |
| Q3 2019 | $1,353,000 | +1.0% | 22,077 | 0.0% | 0.82% | +4.5% |
| Q2 2019 | $1,339,000 | +12.0% | 22,077 | +10.0% | 0.78% | +10.3% |
| Q1 2019 | $1,196,000 | +46.0% | 20,063 | +43.2% | 0.71% | +14.3% |
| Q4 2018 | $819,000 | – | 14,013 | – | 0.62% | – |
Download | ||||||
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% |