ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 394,719 | $45,582,000 | 9.07% |
| NewFocus Financial Group, LLC | 45,442 | $5,248,000 | 3.54% |
| Parkside Advisors LLC | 32,211 | $3,720,000 | 2.81% |
| AJ WEALTH STRATEGIES, LLC | 33,553 | $3,875,000 | 2.00% |
| Pure Financial Advisors, LLC | 54,561 | $6,301,000 | 1.89% |
| BAILARD, INC. | 98,870 | $11,409,000 | 1.06% |
| Raub Brock Capital Management LP | 28,255 | $3,263,000 | 1.00% |
| WEALTHSOURCE PARTNERS, LLC | 17,910 | $2,068,000 | 0.87% |
| HCR Wealth Advisors | 10,155 | $1,173,000 | 0.62% |
| Pictet North America Advisors SA | 24,072 | $2,780,000 | 0.61% |