ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,401 | -3.7% | 992 | 0.0% | 0.02% | +9.1% |
| Q2 2023 | $56,494 | -0.7% | 992 | 0.0% | 0.02% | -21.4% |
| Q1 2023 | $56,891 | +2.2% | 992 | 0.0% | 0.03% | +7.7% |
| Q4 2022 | $55,661 | +3.1% | 992 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $54,000 | -3.6% | 992 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $56,000 | -3.4% | 992 | 0.0% | 0.03% | +7.7% |
| Q1 2022 | $58,000 | -6.5% | 992 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $62,000 | 0.0% | 992 | 0.0% | 0.02% | -13.8% |
| Q3 2021 | $62,000 | 0.0% | 992 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $62,000 | 0.0% | 992 | 0.0% | 0.03% | -9.7% |
| Q1 2021 | $62,000 | 0.0% | 992 | 0.0% | 0.03% | -11.4% |
| Q4 2020 | $62,000 | 0.0% | 992 | 0.0% | 0.04% | -5.4% |
| Q3 2020 | $62,000 | – | 992 | – | 0.04% | – |
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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% |