ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $122,400 | +76.6% | 2,257 | +83.8% | 0.01% | +66.7% |
| Q2 2022 | $69,323 | -2.5% | 1,228 | +0.5% | 0.00% | +50.0% |
| Q1 2022 | $71,117 | -6.4% | 1,222 | +0.2% | 0.00% | -33.3% |
| Q4 2021 | $75,985 | +0.9% | 1,219 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $75,283 | -0.5% | 1,213 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $75,661 | +1.2% | 1,208 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $74,753 | -0.9% | 1,203 | +0.2% | 0.00% | -25.0% |
| Q4 2020 | $75,396 | +0.7% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $74,870 | +0.4% | 1,200 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $74,592 | +2.7% | 1,200 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $72,624 | -1.2% | 1,200 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $73,476 | -0.1% | 1,200 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $73,536 | +1.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $72,768 | +1.8% | 1,200 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $71,508 | +2.0% | 1,200 | 0.0% | 0.01% | -22.2% |
| Q4 2018 | $70,134 | +0.8% | 1,200 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $69,588 | -0.9% | 1,200 | 0.0% | 0.01% | -20.0% |
| Q2 2018 | $70,248 | +0.3% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $70,044 | -1.3% | 1,200 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $70,980 | – | 1,200 | – | 0.01% | – |
Download | ||||||
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% |