ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,371 | -16.7% | 5,149 | -13.5% | 0.14% | -13.8% |
| Q2 2023 | $339,080 | -8.4% | 5,954 | -7.6% | 0.17% | -12.1% |
| Q1 2023 | $370,187 | -80.9% | 6,447 | -81.3% | 0.19% | -79.8% |
| Q4 2022 | $1,934,734 | +683.3% | 34,481 | +656.5% | 0.94% | +481.5% |
| Q3 2022 | $247,000 | -3.9% | 4,558 | 0.0% | 0.16% | -6.4% |
| Q2 2022 | $257,000 | -3.0% | 4,558 | 0.0% | 0.17% | +2.4% |
| Q1 2022 | $265,000 | -6.7% | 4,558 | 0.0% | 0.17% | -7.1% |
| Q4 2021 | $284,000 | – | 4,558 | – | 0.18% | – |
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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% |