ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,292,704 | +8.4% | 60,042 | +12.5% | 0.07% | +10.0% |
| Q2 2023 | $3,038,363 | +2.4% | 53,351 | +3.2% | 0.06% | -3.2% |
| Q1 2023 | $2,967,917 | +72.8% | 51,688 | +68.9% | 0.06% | +59.0% |
| Q4 2022 | $1,717,064 | -50.4% | 30,602 | -52.0% | 0.04% | -54.1% |
| Q3 2022 | $3,459,000 | -42.5% | 63,793 | -40.1% | 0.08% | -39.7% |
| Q2 2022 | $6,012,000 | +95.3% | 106,482 | +101.3% | 0.14% | +120.3% |
| Q1 2022 | $3,078,000 | +3.5% | 52,896 | +10.9% | 0.06% | +6.7% |
| Q4 2021 | $2,974,000 | -7.2% | 47,718 | -7.5% | 0.06% | -14.3% |
| Q3 2021 | $3,204,000 | +2.4% | 51,612 | +3.3% | 0.07% | +4.5% |
| Q2 2021 | $3,130,000 | -5.8% | 49,979 | -6.6% | 0.07% | -18.3% |
| Q1 2021 | $3,324,000 | -10.8% | 53,503 | -9.8% | 0.08% | -16.3% |
| Q4 2020 | $3,726,000 | +0.9% | 59,300 | +0.2% | 0.10% | -10.9% |
| Q3 2020 | $3,692,000 | +23.0% | 59,176 | +22.6% | 0.11% | +14.6% |
| Q2 2020 | $3,001,000 | +12.0% | 48,285 | +9.1% | 0.10% | -5.0% |
| Q1 2020 | $2,679,000 | +199.3% | 44,269 | +202.8% | 0.10% | +248.3% |
| Q4 2019 | $895,000 | +6.4% | 14,618 | +6.5% | 0.03% | -6.5% |
| Q3 2019 | $841,000 | +0.2% | 13,721 | -0.8% | 0.03% | -6.1% |
| Q2 2019 | $839,000 | +1.9% | 13,835 | +0.1% | 0.03% | -2.9% |
| Q1 2019 | $823,000 | +144.9% | 13,819 | +140.3% | 0.03% | +126.7% |
| Q4 2018 | $336,000 | -74.2% | 5,751 | -74.4% | 0.02% | -65.9% |
| Q3 2018 | $1,301,000 | -0.9% | 22,430 | 0.0% | 0.04% | -8.3% |
| Q2 2018 | $1,313,000 | -3.5% | 22,430 | -3.8% | 0.05% | -4.0% |
| Q1 2018 | $1,361,000 | +284.5% | 23,310 | +289.9% | 0.05% | +354.5% |
| Q4 2017 | $354,000 | – | 5,978 | – | 0.01% | – |
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% |