ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 190 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,991,639 | -6.1% | 72,787 | -2.4% | 1.34% | -4.1% |
| Q2 2023 | $4,248,812 | +2.6% | 74,606 | +3.4% | 1.40% | -4.0% |
| Q1 2023 | $4,142,107 | +1.9% | 72,137 | -0.4% | 1.46% | +0.8% |
| Q4 2022 | $4,063,879 | +5.6% | 72,427 | +2.0% | 1.44% | -4.1% |
| Q3 2022 | $3,848,000 | +29.6% | 70,994 | +35.0% | 1.51% | +24.5% |
| Q2 2022 | $2,970,000 | -0.7% | 52,596 | +2.2% | 1.21% | +24.4% |
| Q1 2022 | $2,990,000 | -5.1% | 51,486 | +0.3% | 0.97% | -11.9% |
| Q4 2021 | $3,150,000 | – | 51,311 | – | 1.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 900,942 | $55,165,000 | 5.30% |
| Blue Zone Wealth Advisors, LLC | 122,591 | $7,506,000 | 4.84% |
| Towerpoint Wealth, LLC | 106,399 | $6,515,000 | 4.30% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 100,334 | $6,143,000 | 4.10% |
| Miracle Mile Advisors, LLC | 945,837 | $57,914,000 | 4.00% |
| Parkside Advisors LLC | 112,476 | $6,887,000 | 3.08% |
| Pure Financial Advisors, LLC | 193,654 | $11,857,000 | 2.02% |
| Boltwood Capital Management | 55,004 | $3,368,000 | 1.89% |
| Slow Capital, Inc. | 92,606 | $5,670,000 | 1.75% |
| BAILARD, INC. | 383,790 | $23,499,000 | 1.32% |