ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $35 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $233,000 | -3.3% | 4,291 | +0.5% | 0.10% | -6.8% |
| Q2 2022 | $241,000 | -2.4% | 4,271 | +0.4% | 0.10% | +21.2% |
| Q1 2022 | $247,000 | -6.4% | 4,252 | +0.3% | 0.08% | -8.6% |
| Q4 2021 | $264,000 | +0.8% | 4,240 | +0.5% | 0.09% | -11.4% |
| Q3 2021 | $262,000 | -0.4% | 4,218 | +0.4% | 0.10% | -6.2% |
| Q2 2021 | $263,000 | +2.3% | 4,203 | +1.7% | 0.11% | -38.5% |
| Q2 2020 | $257,000 | +3.2% | 4,133 | +0.5% | 0.18% | -0.5% |
| Q1 2020 | $249,000 | – | 4,112 | – | 0.18% | – |
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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% |