ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $333,942 | -1.1% | 5,871 | 0.0% | 0.20% | -15.2% |
| Q1 2024 | $337,817 | -10.0% | 5,871 | -9.4% | 0.24% | -13.2% |
| Q4 2023 | $375,335 | -61.3% | 6,478 | -63.3% | 0.27% | -61.1% |
| Q3 2023 | $969,242 | -3.7% | 17,674 | 0.0% | 0.70% | -6.2% |
| Q2 2023 | $1,006,534 | -0.8% | 17,674 | 0.0% | 0.75% | -3.6% |
| Q1 2023 | $1,014,841 | +1.9% | 17,674 | -0.5% | 0.78% | -0.5% |
| Q4 2022 | $996,177 | -2.5% | 17,754 | -5.8% | 0.78% | +4.0% |
| Q3 2022 | $1,022,000 | -3.9% | 18,840 | 0.0% | 0.75% | -8.3% |
| Q2 2022 | $1,064,000 | -2.9% | 18,840 | 0.0% | 0.82% | +10.9% |
| Q1 2022 | $1,096,000 | -15.9% | 18,840 | -9.9% | 0.74% | -20.3% |
| Q4 2021 | $1,303,000 | – | 20,910 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pure Financial Advisors, LLC | 59,410 | $7,019,000 | 3.04% |
| Parkside Advisors LLC | 32,987 | $3,871,000 | 2.87% |
| NewFocus Financial Group, LLC | 8,708 | $1,029,000 | 0.72% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 6,900 | $815,000 | 0.70% |
| BANK OF STOCKTON | 6,400 | $757,000 | 0.44% |
| MILLIE CAPITAL MANAGEMENT, LLC | 3,320 | $392,000 | 0.41% |
| Winfield Associates, Inc. | 5,013 | $592,000 | 0.40% |
| Garde Capital, Inc. | 8,241 | $974,000 | 0.34% |
| Pictet North America Advisors SA | 11,000 | $1,300,000 | 0.30% |
| FCA CORP /TX | 4,344 | $513,000 | 0.30% |