PACIFIC CAPITAL WEALTH ADVISORS, INC - ISHARES TR ownership

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
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
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$6,143,000100,3344.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 929,009$56,224,0006.20%
Blue Zone Wealth Advisors, LLC 109,340$6,617,0006.20%
Miracle Mile Advisors, LLC 755,407$45,717,0004.90%
Towerpoint Wealth, LLC 97,959$5,928,0004.70%
Parkside Advisors LLC 140,575$8,508,0004.62%
Epstein & White Financial LLC 173,651$10,505,0004.40%
PACIFIC CAPITAL WEALTH ADVISORS, INC 77,504$4,691,0003.55%
Boltwood Capital Management 56,799$3,437,0002.43%
Slow Capital, Inc. 94,654$5,728,0002.16%
NewFocus Financial Group, LLC 67,130$4,063,0001.88%
View complete list of ISHARES TR shareholders