ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,947 | +44.2% | 35,507 | +49.7% | 0.01% | +57.1% |
| Q2 2023 | $1,350 | +92.3% | 23,713 | +94.0% | 0.01% | +40.0% |
| Q1 2023 | $702 | +104.7% | 12,224 | +99.9% | 0.01% | +150.0% |
| Q4 2022 | $343 | -100.0% | 6,114 | -82.7% | 0.00% | -85.7% |
| Q3 2022 | $1,911,000 | +0.1% | 35,245 | +4.3% | 0.01% | -6.7% |
| Q2 2022 | $1,909,000 | +12.2% | 33,805 | +15.6% | 0.02% | +25.0% |
| Q1 2022 | $1,701,000 | -6.7% | 29,239 | -0.0% | 0.01% | -7.7% |
| Q4 2021 | $1,823,000 | +0.5% | 29,245 | +0.1% | 0.01% | -7.1% |
| Q3 2021 | $1,814,000 | -26.4% | 29,221 | -25.8% | 0.01% | -33.3% |
| Q2 2021 | $2,465,000 | -13.9% | 39,362 | -14.6% | 0.02% | -22.2% |
| Q1 2021 | $2,864,000 | +29.3% | 46,100 | +30.8% | 0.03% | +12.5% |
| Q4 2020 | $2,215,000 | +1.7% | 35,252 | +0.9% | 0.02% | -11.1% |
| Q3 2020 | $2,179,000 | +0.6% | 34,929 | +0.2% | 0.03% | -6.9% |
| Q2 2020 | $2,167,000 | +2.8% | 34,865 | +0.1% | 0.03% | -19.4% |
| Q1 2020 | $2,108,000 | -4.0% | 34,830 | -2.9% | 0.04% | +16.1% |
| Q4 2019 | $2,196,000 | +154.8% | 35,858 | +155.0% | 0.03% | +121.4% |
| Q3 2019 | $862,000 | – | 14,064 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 927,006 | $56,214,000 | 6.30% |
| Towerpoint Wealth, LLC | 94,744 | $5,779,000 | 4.05% |
| Miracle Mile Advisors, LLC | 622,097 | $37,724,000 | 2.82% |
| Slow Capital, Inc. | 101,924 | $6,181,000 | 2.55% |
| Pure Financial Advisors, LLC | 218,459 | $13,247,000 | 2.38% |
| Boltwood Capital Management | 54,004 | $3,275,000 | 2.09% |
| Parkside Advisors LLC | 60,225 | $3,652,000 | 2.02% |
| RHS Financial, LLC | 19,987 | $1,212,000 | 1.52% |
| BAILARD, INC. | 350,827 | $21,274,000 | 1.30% |
| VERITY Wealth Advisors | 18,740 | $1,136,000 | 1.12% |