ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,562,135 | -13.9% | 64,955 | -10.6% | 0.22% | -9.0% |
| Q2 2023 | $4,138,331 | +2.0% | 72,666 | +2.8% | 0.24% | -10.9% |
| Q1 2023 | $4,057,142 | +44.8% | 70,657 | +41.5% | 0.28% | +33.5% |
| Q4 2022 | $2,801,992 | +2.7% | 49,937 | -0.7% | 0.21% | +1.5% |
| Q3 2022 | $2,727,000 | -24.6% | 50,297 | -21.5% | 0.20% | -21.9% |
| Q2 2022 | $3,617,000 | -4.3% | 64,064 | -1.3% | 0.26% | +21.5% |
| Q1 2022 | $3,778,000 | -8.2% | 64,930 | -1.6% | 0.21% | -8.2% |
| Q4 2021 | $4,114,000 | +24.7% | 66,011 | +24.2% | 0.23% | +6.9% |
| Q3 2021 | $3,300,000 | +1.5% | 53,162 | +2.4% | 0.22% | -4.0% |
| Q2 2021 | $3,251,000 | +3.1% | 51,918 | +2.3% | 0.23% | -8.5% |
| Q1 2021 | $3,154,000 | -1.3% | 50,771 | -0.2% | 0.25% | -14.8% |
| Q4 2020 | $3,197,000 | +1.0% | 50,877 | +0.3% | 0.29% | -14.4% |
| Q3 2020 | $3,166,000 | +20.8% | 50,736 | +20.3% | 0.34% | +3.0% |
| Q2 2020 | $2,621,000 | +38.8% | 42,170 | +35.2% | 0.33% | +10.7% |
| Q1 2020 | $1,888,000 | +5.2% | 31,201 | +6.5% | 0.30% | +20.6% |
| Q4 2019 | $1,794,000 | – | 29,295 | – | 0.25% | – |
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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% |