ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,623 | -38.6% | 2,856 | -36.2% | 0.00% | – |
| Q2 2023 | $254,930 | +55.5% | 4,476 | +56.7% | 0.00% | – |
| Q1 2023 | $163,992 | +2.3% | 2,856 | 0.0% | 0.00% | – |
| Q4 2022 | $160,250 | +3.4% | 2,856 | 0.0% | 0.00% | – |
| Q3 2022 | $155,000 | -3.7% | 2,856 | 0.0% | 0.00% | – |
| Q2 2022 | $161,000 | -3.0% | 2,856 | 0.0% | 0.00% | – |
| Q1 2022 | $166,000 | -6.7% | 2,856 | 0.0% | 0.00% | – |
| Q4 2021 | $178,000 | +4350.0% | 2,856 | +4506.5% | 0.00% | – |
| Q3 2021 | $4,000 | – | 62 | +933.3% | 0.00% | – |
| Q1 2016 | $0 | – | 6 | – | 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% |