ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,826 | -3.7% | 15,150 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $862,793 | -1.5% | 15,150 | -0.7% | 0.09% | -5.4% |
| Q1 2023 | $875,885 | +2.3% | 15,254 | 0.0% | 0.09% | -1.1% |
| Q4 2022 | $855,902 | -51.1% | 15,254 | -52.7% | 0.09% | -52.6% |
| Q3 2022 | $1,750,000 | -0.2% | 32,270 | +5.8% | 0.20% | +13.3% |
| Q2 2022 | $1,754,000 | +18.4% | 30,488 | +19.8% | 0.17% | +24.5% |
| Q1 2022 | $1,481,000 | -36.5% | 25,458 | -32.7% | 0.14% | -34.1% |
| Q4 2021 | $2,331,000 | -16.5% | 37,841 | -16.0% | 0.21% | -14.9% |
| Q3 2021 | $2,791,000 | +28.3% | 45,041 | +29.6% | 0.25% | +13.8% |
| Q2 2021 | $2,176,000 | -19.4% | 34,747 | -20.1% | 0.22% | -28.8% |
| Q1 2021 | $2,701,000 | -2.7% | 43,481 | -1.6% | 0.31% | -16.6% |
| Q4 2020 | $2,775,000 | +0.9% | 44,172 | 0.0% | 0.37% | -12.6% |
| Q3 2020 | $2,749,000 | -1.1% | 44,172 | -1.4% | 0.42% | -10.6% |
| Q2 2020 | $2,780,000 | -18.9% | 44,796 | -20.9% | 0.47% | -50.3% |
| Q1 2020 | $3,427,000 | -1.2% | 56,620 | -0.0% | 0.94% | +24.8% |
| Q4 2019 | $3,467,000 | – | 56,621 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |