ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,385 | -3.7% | 4,201 | +0.0% | 0.04% | 0.0% |
| Q2 2023 | $239,204 | -0.8% | 4,200 | +0.0% | 0.04% | -6.7% |
| Q1 2023 | $241,134 | -42.7% | 4,199 | -41.9% | 0.04% | -66.2% |
| Q1 2022 | $421,000 | -6.4% | 7,232 | 0.0% | 0.13% | -5.7% |
| Q4 2021 | $450,000 | +0.2% | 7,232 | 0.0% | 0.14% | -11.3% |
| Q3 2021 | $449,000 | -0.9% | 7,232 | 0.0% | 0.16% | -3.6% |
| Q2 2021 | $453,000 | +0.9% | 7,232 | 0.0% | 0.16% | -6.8% |
| Q1 2021 | $449,000 | -1.1% | 7,232 | 0.0% | 0.18% | -8.8% |
| Q4 2020 | $454,000 | +0.7% | 7,232 | 0.0% | 0.19% | -14.2% |
| Q3 2020 | $451,000 | +0.2% | 7,232 | 0.0% | 0.23% | -25.9% |
| Q2 2020 | $450,000 | -8.5% | 7,232 | -11.1% | 0.30% | -30.2% |
| Q1 2020 | $492,000 | -1.2% | 8,132 | 0.0% | 0.44% | +11.2% |
| Q4 2019 | $498,000 | – | 8,132 | – | 0.39% | – |
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% |