ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |