ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,272 | +12.4% | 10,800 | +16.7% | 0.10% | +11.6% |
| Q2 2023 | $526,901 | +12.2% | 9,252 | +13.1% | 0.09% | +3.6% |
| Q1 2023 | $469,638 | +11.1% | 8,179 | +8.6% | 0.08% | +6.4% |
| Q4 2022 | $422,677 | -4.6% | 7,533 | -7.7% | 0.08% | -15.2% |
| Q3 2022 | $443,000 | -14.3% | 8,165 | -8.2% | 0.09% | 0.0% |
| Q1 2022 | $517,000 | +29.9% | 8,893 | +39.3% | 0.09% | +31.4% |
| Q4 2021 | $398,000 | -2.2% | 6,385 | -2.7% | 0.07% | -12.5% |
| Q3 2021 | $407,000 | +33.4% | 6,561 | +34.9% | 0.08% | +33.3% |
| Q2 2021 | $305,000 | +1.0% | 4,864 | 0.0% | 0.06% | -7.7% |
| Q1 2021 | $302,000 | -1.3% | 4,864 | 0.0% | 0.06% | -11.0% |
| Q4 2020 | $306,000 | +1.0% | 4,864 | 0.0% | 0.07% | -7.6% |
| Q3 2020 | $303,000 | +4.1% | 4,864 | +3.8% | 0.08% | -6.0% |
| Q2 2020 | $291,000 | – | 4,688 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
| Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
| Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
| Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
| Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
| Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
| Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
| Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
| BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |