ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |