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 | $2,318,948 | -12.8% | 42,286 | -9.5% | 0.65% | -3.7% |
| Q2 2023 | $2,659,961 | -7.4% | 46,707 | -6.6% | 0.68% | -8.7% |
| Q1 2023 | $2,872,163 | +1.5% | 50,020 | -0.9% | 0.74% | +1.0% |
| Q4 2022 | $2,831,084 | -25.5% | 50,456 | -28.0% | 0.73% | -29.2% |
| Q3 2022 | $3,798,000 | -4.6% | 70,055 | -0.7% | 1.03% | -6.3% |
| Q2 2022 | $3,982,000 | -3.8% | 70,530 | -0.9% | 1.10% | -6.8% |
| Q1 2022 | $4,140,000 | -4.7% | 71,153 | +2.0% | 1.18% | -5.4% |
| Q4 2021 | $4,346,000 | +0.4% | 69,728 | -0.0% | 1.25% | -9.0% |
| Q3 2021 | $4,329,000 | -8.8% | 69,738 | -8.0% | 1.38% | -42.4% |
| Q2 2021 | $4,746,000 | +3.1% | 75,798 | +2.3% | 2.39% | -6.8% |
| Q1 2021 | $4,602,000 | -0.1% | 74,080 | +1.0% | 2.56% | -2.2% |
| Q4 2020 | $4,608,000 | +2.5% | 73,343 | +1.8% | 2.62% | -2.0% |
| Q3 2020 | $4,497,000 | +0.9% | 72,076 | +0.5% | 2.67% | -11.6% |
| Q2 2020 | $4,457,000 | -5.0% | 71,698 | -7.5% | 3.02% | -14.7% |
| Q1 2020 | $4,691,000 | -23.6% | 77,504 | -22.8% | 3.55% | -13.5% |
| Q4 2019 | $6,143,000 | – | 100,334 | – | 4.10% | – |
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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% |