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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $225,000 | +1.8% | 3,978 | +4.5% | 0.06% | -25.6% |
| Q1 2022 | $221,000 | -6.0% | 3,806 | +0.9% | 0.08% | +44.4% |
| Q4 2021 | $235,000 | +0.4% | 3,772 | +0.1% | 0.05% | -11.5% |
| Q3 2021 | $234,000 | +5.9% | 3,769 | +6.8% | 0.06% | +5.2% |
| Q2 2021 | $221,000 | -31.2% | 3,528 | -31.7% | 0.06% | -31.8% |
| Q1 2021 | $321,000 | -0.9% | 5,162 | +0.0% | 0.08% | -13.3% |
| Q4 2020 | $324,000 | +9.5% | 5,161 | +8.8% | 0.10% | -19.0% |
| Q3 2020 | $296,000 | +1.0% | 4,744 | +0.7% | 0.12% | -11.0% |
| Q2 2020 | $293,000 | +38.9% | 4,710 | +37.5% | 0.14% | +10.6% |
| Q4 2019 | $211,000 | – | 3,425 | – | 0.12% | – |
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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% |