ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |