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 | $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% | – |
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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% |