ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,036,546 | -60.0% | 55,371 | -58.5% | 0.01% | -58.3% |
| Q2 2023 | $7,592,689 | -14.6% | 133,322 | -13.9% | 0.01% | -20.0% |
| Q1 2023 | $8,892,865 | -40.5% | 154,874 | -41.8% | 0.02% | -42.3% |
| Q4 2022 | $14,935,191 | +13602.0% | 266,177 | +13129.5% | 0.03% | – |
| Q3 2022 | $109,000 | -4.4% | 2,012 | 0.0% | 0.00% | – |
| Q2 2022 | $114,000 | -2.6% | 2,012 | 0.0% | 0.00% | – |
| Q1 2022 | $117,000 | -6.4% | 2,012 | 0.0% | 0.00% | – |
| Q4 2021 | $125,000 | 0.0% | 2,012 | 0.0% | 0.00% | – |
| Q3 2021 | $125,000 | -0.8% | 2,012 | 0.0% | 0.00% | – |
| Q2 2021 | $126,000 | +0.8% | 2,012 | 0.0% | 0.00% | – |
| Q1 2021 | $125,000 | -0.8% | 2,012 | 0.0% | 0.00% | – |
| Q4 2020 | $126,000 | 0.0% | 2,012 | 0.0% | 0.00% | – |
| Q3 2020 | $126,000 | +0.8% | 2,012 | 0.0% | 0.00% | – |
| Q2 2020 | $125,000 | +5.0% | 2,012 | +2.2% | 0.00% | – |
| Q1 2020 | $119,000 | -1.7% | 1,969 | 0.0% | 0.00% | – |
| Q4 2019 | $121,000 | +0.8% | 1,969 | 0.0% | 0.00% | – |
| Q3 2019 | $120,000 | +0.8% | 1,969 | 0.0% | 0.00% | – |
| Q2 2019 | $119,000 | +1.7% | 1,969 | 0.0% | 0.00% | – |
| Q1 2019 | $117,000 | -29.1% | 1,969 | -30.2% | 0.00% | -100.0% |
| Q4 2018 | $165,000 | -44.1% | 2,819 | -44.5% | 0.00% | 0.0% |
| Q3 2018 | $295,000 | -3.6% | 5,083 | -2.9% | 0.00% | 0.0% |
| Q2 2018 | $306,000 | +75.9% | 5,234 | +76.2% | 0.00% | 0.0% |
| Q1 2018 | $174,000 | +58.2% | 2,970 | +59.8% | 0.00% | – |
| Q4 2017 | $110,000 | 0.0% | 1,858 | +100.0% | 0.00% | – |
| Q3 2017 | $110,000 | +0.9% | 929 | 0.0% | 0.00% | – |
| Q2 2017 | $109,000 | +84.7% | 929 | +84.3% | 0.00% | – |
| Q1 2017 | $59,000 | +3.5% | 504 | +1.4% | 0.00% | – |
| Q4 2016 | $57,000 | -72.1% | 497 | -73.6% | 0.00% | -100.0% |
| Q2 2013 | $204,000 | – | 1,886 | – | 0.00% | – |
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% |