ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
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% | – |
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% |