ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,193,152 | -0.3% | 58,227 | +3.5% | 1.56% | +6.3% |
| Q2 2023 | $3,203,273 | -9.5% | 56,247 | -8.8% | 1.47% | -10.2% |
| Q1 2023 | $3,539,681 | +19.8% | 61,645 | +17.1% | 1.63% | +7.2% |
| Q4 2022 | $2,954,581 | -8.9% | 52,658 | -12.0% | 1.52% | -9.2% |
| Q3 2022 | $3,244,000 | +24.8% | 59,821 | +29.9% | 1.68% | +33.8% |
| Q2 2022 | $2,600,000 | -42.3% | 46,050 | -40.5% | 1.25% | -35.7% |
| Q1 2022 | $4,506,000 | +7.8% | 77,455 | +15.5% | 1.95% | +5.3% |
| Q4 2021 | $4,180,000 | +8.3% | 67,059 | +7.9% | 1.85% | +0.7% |
| Q3 2021 | $3,860,000 | +9.2% | 62,176 | +10.2% | 1.84% | +7.8% |
| Q2 2021 | $3,534,000 | +3.9% | 56,432 | +3.0% | 1.71% | -1.3% |
| Q1 2021 | $3,402,000 | +0.9% | 54,769 | +2.0% | 1.73% | -5.0% |
| Q4 2020 | $3,373,000 | +3.5% | 53,689 | +2.8% | 1.82% | -8.1% |
| Q3 2020 | $3,258,000 | +6.8% | 52,212 | +6.4% | 1.98% | +1.0% |
| Q2 2020 | $3,051,000 | +35.7% | 49,085 | +32.2% | 1.96% | +15.3% |
| Q1 2020 | $2,248,000 | +28.1% | 37,141 | +29.6% | 1.70% | +47.7% |
| Q4 2019 | $1,755,000 | +3.7% | 28,663 | +3.8% | 1.15% | -2.8% |
| Q3 2019 | $1,692,000 | +43.0% | 27,619 | +41.5% | 1.19% | +35.7% |
| Q2 2019 | $1,183,000 | +2.3% | 19,516 | +0.6% | 0.87% | +2.6% |
| Q1 2019 | $1,156,000 | +8.6% | 19,400 | +6.5% | 0.85% | -9.3% |
| Q4 2018 | $1,064,000 | – | 18,213 | – | 0.94% | – |
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% |