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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $966,562 | -1.1% | 16,993 | 0.0% | 0.42% | -1.6% |
| Q1 2024 | $977,777 | +54.7% | 16,993 | +55.8% | 0.43% | +44.0% |
| Q4 2023 | $632,125 | +61.5% | 10,910 | +52.9% | 0.30% | +46.3% |
| Q3 2023 | $391,393 | -1.8% | 7,137 | +2.0% | 0.20% | +2.5% |
| Q2 2023 | $398,365 | -0.8% | 6,995 | 0.0% | 0.20% | -4.8% |
| Q1 2023 | $401,653 | -22.2% | 6,995 | -23.5% | 0.21% | -29.8% |
| Q2 2022 | $516,000 | -40.6% | 9,147 | -38.8% | 0.30% | -17.9% |
| Q1 2022 | $869,000 | +70.4% | 14,939 | +82.7% | 0.36% | +75.0% |
| Q4 2021 | $510,000 | – | 8,177 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 133,473 | $8,358,000 | 4.15% |
| Slow Capital, Inc. | 238,426 | $14,930,000 | 2.82% |
| MISSION WEALTH MANAGEMENT, LP | 822,145 | $51,483,000 | 2.73% |
| Bradley & Co. Private Wealth Management, LLC | 45,636 | $2,857,000 | 2.49% |
| Pacific Capital Wealth Advisors, Inc. | 75,798 | $4,746,000 | 2.39% |
| Epstein & White Financial LLC | 137,782 | $8,633,000 | 2.28% |
| Opes Wealth Management LLC | 80,946 | $5,069,000 | 1.88% |
| Omega Financial Group, LLC | 56,432 | $3,534,000 | 1.71% |
| Boltwood Capital Management | 63,559 | $3,980,000 | 1.65% |
| Orin Green Financial, LLC | 37,026 | $2,319,000 | 1.64% |