Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$210,4133,7500.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Slow Capital, Inc. 545,488$31,736,0005.93%
Towerpoint Wealth, LLC 130,186$7,574,0003.76%
Opes Wealth Management LLC 148,287$8,627,0002.81%
MISSION WEALTH MANAGEMENT, LP 943,386$54,886,0002.54%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0002.02%
Warren Street Wealth Advisors, LLC 39,115$2,276,0001.99%
Omega Financial Group, LLC 77,455$4,506,0001.95%
Aries Wealth Management 77,455$4,506,0001.95%
Boltwood Capital Management 63,963$3,721,0001.44%
Orin Green Financial, LLC 37,140$2,161,0001.41%
View complete list of ISHARES TR shareholders