ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 175 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $342,000 | -0.6% | 5,513 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $344,000 | +0.9% | 5,498 | +0.3% | 0.02% | -8.0% |
| Q1 2021 | $341,000 | -0.9% | 5,483 | +0.2% | 0.02% | -3.8% |
| Q4 2020 | $344,000 | -13.1% | 5,472 | -13.9% | 0.03% | -25.7% |
| Q3 2020 | $396,000 | +6.5% | 6,357 | +6.3% | 0.04% | -2.8% |
| Q2 2020 | $372,000 | +15.5% | 5,981 | +12.5% | 0.04% | -2.7% |
| Q1 2020 | $322,000 | -67.5% | 5,317 | -67.1% | 0.04% | -60.2% |
| Q4 2019 | $991,000 | +0.5% | 16,181 | +0.6% | 0.09% | -11.4% |
| Q3 2019 | $986,000 | +26.6% | 16,086 | +25.2% | 0.10% | +29.6% |
| Q2 2019 | $779,000 | -9.5% | 12,850 | -11.1% | 0.08% | -13.8% |
| Q1 2019 | $861,000 | – | 14,448 | – | 0.09% | – |
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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% |