Root Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 204 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Root Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$259,537
-3.7%
4,557
-2.9%
0.15%
-19.8%
Q1 2023$269,6044,6950.19%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 929,009$56,224,0006.20%
Blue Zone Wealth Advisors, LLC 109,340$6,617,0006.20%
Miracle Mile Advisors, LLC 755,407$45,717,0004.90%
Towerpoint Wealth, LLC 97,959$5,928,0004.70%
Parkside Advisors LLC 140,575$8,508,0004.62%
Epstein & White Financial LLC 173,651$10,505,0004.40%
PACIFIC CAPITAL WEALTH ADVISORS, INC 77,504$4,691,0003.55%
Boltwood Capital Management 56,799$3,437,0002.43%
Slow Capital, Inc. 94,654$5,728,0002.16%
NewFocus Financial Group, LLC 67,130$4,063,0001.88%
View complete list of ISHARES TR shareholders