ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,527,372 | +2.3% | 26,600 | 0.0% | 0.14% | +4.3% |
| Q4 2022 | $1,492,526 | +3.5% | 26,600 | 0.0% | 0.14% | +2.2% |
| Q3 2022 | $1,442,000 | -7.4% | 26,600 | -3.6% | 0.14% | +8.9% |
| Q2 2022 | $1,557,000 | -3.0% | 27,585 | 0.0% | 0.12% | +4.2% |
| Q1 2022 | $1,605,000 | -6.6% | 27,585 | 0.0% | 0.12% | +12.3% |
| Q4 2021 | $1,719,000 | +0.4% | 27,585 | 0.0% | 0.11% | -14.5% |
| Q3 2021 | $1,712,000 | -0.9% | 27,585 | 0.0% | 0.12% | -12.1% |
| Q2 2021 | $1,727,000 | +0.8% | 27,585 | 0.0% | 0.14% | -11.9% |
| Q1 2021 | $1,714,000 | -1.1% | 27,585 | 0.0% | 0.16% | -16.7% |
| Q4 2020 | $1,733,000 | +0.7% | 27,585 | 0.0% | 0.19% | -16.5% |
| Q3 2020 | $1,721,000 | +0.3% | 27,585 | 0.0% | 0.23% | -22.8% |
| Q2 2020 | $1,715,000 | +2.8% | 27,585 | 0.0% | 0.30% | -24.0% |
| Q1 2020 | $1,669,000 | -1.2% | 27,585 | 0.0% | 0.39% | +44.1% |
| Q4 2019 | $1,689,000 | +51.8% | 27,585 | +51.9% | 0.27% | +43.2% |
| Q3 2019 | $1,113,000 | +6.9% | 18,156 | +5.7% | 0.19% | -12.8% |
| Q2 2019 | $1,041,000 | +10.2% | 17,171 | +8.3% | 0.22% | +53.5% |
| Q1 2019 | $945,000 | – | 15,850 | – | 0.14% | – |
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% |