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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |