TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC - ISHARES TR ownership

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
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$690,533
+75.7%
12,026
+65.8%
0.69%
+66.0%
Q3 2022$393,000
-3.9%
7,2520.0%0.42%
+24.0%
Q2 2022$409,000
-3.1%
7,2520.0%0.34%
+39.3%
Q1 2022$422,000
-6.6%
7,2520.0%0.24%
+0.8%
Q4 2021$452,0007,2520.24%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders