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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,644 | -2.9% | 13,791 | +1.4% | 0.25% | -7.4% |
| Q2 2023 | $772,696 | +63.9% | 13,601 | +65.8% | 0.27% | +42.3% |
| Q1 2023 | $471,349 | -5.8% | 8,203 | -7.3% | 0.19% | -15.2% |
| Q4 2022 | $500,477 | -31.7% | 8,847 | -33.8% | 0.22% | -38.4% |
| Q3 2022 | $733,000 | -12.8% | 13,356 | -10.3% | 0.36% | -19.0% |
| Q2 2022 | $841,000 | +11.7% | 14,895 | +14.9% | 0.45% | +17.0% |
| Q1 2022 | $753,000 | -21.1% | 12,961 | -15.5% | 0.38% | -12.6% |
| Q4 2021 | $954,000 | -22.1% | 15,346 | -22.3% | 0.44% | -29.6% |
| Q3 2021 | $1,225,000 | -19.9% | 19,763 | -19.1% | 0.62% | -20.2% |
| Q2 2021 | $1,529,000 | -8.5% | 24,419 | -8.8% | 0.78% | -10.2% |
| Q1 2021 | $1,671,000 | -1.7% | 26,769 | -1.0% | 0.87% | -17.2% |
| Q4 2020 | $1,700,000 | – | 27,048 | – | 1.05% | – |
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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% |