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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,376,000 | -1.6% | 316,849 | +2.2% | 9.65% | +4.5% |
| Q2 2023 | $17,662,930 | -0.4% | 310,148 | +0.4% | 9.23% | -3.8% |
| Q1 2023 | $17,734,286 | +6.2% | 308,852 | +3.7% | 9.60% | -2.1% |
| Q4 2022 | $16,704,113 | -0.8% | 297,703 | -4.2% | 9.80% | -10.4% |
| Q3 2022 | $16,845,000 | +12.5% | 310,721 | +17.5% | 10.95% | +17.0% |
| Q2 2022 | $14,974,000 | +592.9% | 264,357 | +611.8% | 9.36% | +563.2% |
| Q1 2022 | $2,161,000 | -4.1% | 37,140 | -0.9% | 1.41% | -13.6% |
| Q4 2021 | $2,253,000 | +3.9% | 37,496 | +7.3% | 1.63% | +7.9% |
| Q3 2021 | $2,169,000 | -6.5% | 34,948 | -5.6% | 1.51% | -7.7% |
| Q2 2021 | $2,319,000 | +74.8% | 37,026 | +73.4% | 1.64% | +51.9% |
| Q1 2021 | $1,327,000 | -25.1% | 21,356 | -24.2% | 1.08% | -23.2% |
| Q4 2020 | $1,771,000 | – | 28,187 | – | 1.41% | – |
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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% |