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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,827 | -3.7% | 10,956 | 0.0% | 0.02% | -8.3% |
| Q2 2023 | $623,944 | -5.2% | 10,956 | -4.4% | 0.02% | -14.3% |
| Q1 2023 | $657,861 | -1.9% | 11,457 | -4.2% | 0.03% | -3.4% |
| Q4 2022 | $670,907 | -1.0% | 11,957 | -4.3% | 0.03% | -9.4% |
| Q3 2022 | $678,000 | -4.1% | 12,498 | -0.2% | 0.03% | -5.9% |
| Q2 2022 | $707,000 | +11.9% | 12,529 | +23.5% | 0.03% | +30.8% |
| Q4 2021 | $632,000 | -7.3% | 10,143 | -7.7% | 0.03% | -18.8% |
| Q3 2021 | $682,000 | -4.5% | 10,989 | -3.8% | 0.03% | -8.6% |
| Q2 2021 | $714,000 | +0.6% | 11,421 | -0.1% | 0.04% | -12.5% |
| Q1 2021 | $710,000 | -0.7% | 11,437 | +0.6% | 0.04% | -23.1% |
| Q4 2020 | $715,000 | +5.5% | 11,372 | +4.6% | 0.05% | -14.8% |
| Q3 2020 | $678,000 | -22.2% | 10,872 | -22.5% | 0.06% | -29.9% |
| Q2 2020 | $872,000 | +2.1% | 14,036 | -0.5% | 0.09% | -24.3% |
| Q1 2020 | $854,000 | -6.5% | 14,109 | -5.4% | 0.12% | +0.9% |
| Q4 2019 | $913,000 | -2.5% | 14,910 | -2.4% | 0.11% | -22.4% |
| Q3 2019 | $936,000 | +0.4% | 15,273 | -0.7% | 0.15% | -5.8% |
| Q2 2019 | $932,000 | -8.2% | 15,373 | -9.7% | 0.16% | +1.3% |
| Q1 2019 | $1,015,000 | +25.8% | 17,029 | +23.3% | 0.15% | -12.5% |
| Q4 2018 | $807,000 | +8.6% | 13,811 | +7.8% | 0.18% | +16.6% |
| Q3 2018 | $743,000 | +17.9% | 12,817 | +19.1% | 0.15% | +0.7% |
| Q2 2018 | $630,000 | +28.0% | 10,761 | +27.6% | 0.15% | +23.0% |
| Q1 2018 | $492,000 | +49.1% | 8,436 | +51.3% | 0.12% | +3.4% |
| Q4 2017 | $330,000 | – | 5,576 | – | 0.12% | – |
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% |