ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,332 | -3.7% | 4,382 | +0.0% | 0.11% | -0.9% |
| Q2 2023 | $249,472 | -22.5% | 4,381 | -21.8% | 0.11% | -25.2% |
| Q1 2023 | $321,713 | +2.4% | 5,603 | +0.0% | 0.15% | -8.1% |
| Q4 2022 | $314,305 | +3.4% | 5,602 | +0.1% | 0.16% | -8.6% |
| Q3 2022 | $304,000 | -14.4% | 5,599 | -11.0% | 0.18% | -11.6% |
| Q2 2022 | $355,000 | -3.0% | 6,289 | +0.0% | 0.20% | +11.2% |
| Q1 2022 | $366,000 | -10.5% | 6,288 | -4.1% | 0.18% | -9.6% |
| Q4 2021 | $409,000 | -3.5% | 6,555 | -3.9% | 0.20% | -14.3% |
| Q3 2021 | $424,000 | -0.7% | 6,823 | +0.0% | 0.23% | -4.6% |
| Q2 2021 | $427,000 | -21.1% | 6,822 | -21.7% | 0.24% | -27.4% |
| Q1 2021 | $541,000 | -7.7% | 8,713 | -6.6% | 0.33% | -9.0% |
| Q4 2020 | $586,000 | -11.9% | 9,332 | -12.4% | 0.36% | -4.7% |
| Q3 2020 | $665,000 | +1.7% | 10,653 | +1.3% | 0.38% | +0.5% |
| Q2 2020 | $654,000 | +14.5% | 10,516 | +11.5% | 0.38% | +2.1% |
| Q1 2020 | $571,000 | +0.2% | 9,434 | +1.4% | 0.37% | +22.3% |
| Q4 2019 | $570,000 | +73.8% | 9,304 | +72.8% | 0.30% | +75.3% |
| Q3 2019 | $328,000 | -21.3% | 5,385 | -21.8% | 0.17% | -23.3% |
| Q2 2019 | $417,000 | +0.2% | 6,884 | 0.0% | 0.23% | +94.0% |
| Q1 2019 | $416,000 | – | 6,884 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |