ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,647 | -3.7% | 3,987 | 0.0% | 0.23% | +1.3% |
| Q2 2023 | $227,060 | -0.8% | 3,987 | 0.0% | 0.22% | -10.4% |
| Q1 2023 | $228,934 | +2.3% | 3,987 | 0.0% | 0.25% | -7.7% |
| Q4 2022 | $223,711 | +7.6% | 3,987 | +4.2% | 0.27% | +9.7% |
| Q3 2022 | $208,000 | -3.7% | 3,828 | 0.0% | 0.25% | +4.2% |
| Q2 2022 | $216,000 | -85.2% | 3,828 | -84.7% | 0.24% | -81.0% |
| Q1 2022 | $1,457,000 | -53.6% | 25,052 | -50.3% | 1.25% | -50.3% |
| Q4 2021 | $3,140,000 | +8.7% | 50,376 | +8.2% | 2.52% | +1.0% |
| Q3 2021 | $2,890,000 | +1.2% | 46,548 | +2.0% | 2.49% | 0.0% |
| Q2 2021 | $2,857,000 | +8.3% | 45,636 | +7.4% | 2.49% | +2.3% |
| Q1 2021 | $2,639,000 | – | 42,480 | – | 2.44% | – |
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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% |