ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,833 | -13.0% | 5,358 | -9.7% | 0.00% | 0.0% |
| Q2 2023 | $337,827 | -0.4% | 5,932 | +0.4% | 0.00% | -25.0% |
| Q1 2023 | $339,240 | +2.7% | 5,908 | +0.4% | 0.00% | +33.3% |
| Q4 2022 | $330,263 | -99.9% | 5,886 | -41.2% | 0.00% | 0.0% |
| Q3 2022 | $271,271,000 | +85205.3% | 10,010 | +77.9% | 0.00% | 0.0% |
| Q2 2022 | $318,000 | -6.5% | 5,626 | -3.6% | 0.00% | -25.0% |
| Q1 2022 | $340,000 | -6.6% | 5,837 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $364,000 | +3.7% | 5,833 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $351,000 | -9.5% | 5,653 | -8.9% | 0.00% | 0.0% |
| Q2 2021 | $388,000 | -12.0% | 6,203 | -12.6% | 0.00% | -33.3% |
| Q1 2021 | $441,000 | -42.3% | 7,100 | -41.6% | 0.01% | -33.3% |
| Q4 2020 | $764,000 | -99.8% | 12,160 | +10473.9% | 0.01% | 0.0% |
| Q3 2020 | $484,000,000 | – | 115 | – | 0.01% | – |
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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% |