ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,208 | -6.4% | 5,886 | -5.7% | 0.16% | -6.0% |
| Q1 2023 | $358,289 | +2.4% | 6,240 | +0.1% | 0.17% | +23.0% |
| Q4 2022 | $349,823 | +74.9% | 6,235 | +75.7% | 0.14% | +21.6% |
| Q2 2022 | $200,000 | -6.1% | 3,549 | -3.1% | 0.11% | +76.2% |
| Q1 2022 | $213,000 | -29.2% | 3,664 | -24.1% | 0.06% | -21.2% |
| Q4 2021 | $301,000 | +0.7% | 4,830 | +0.1% | 0.08% | +23.1% |
| Q3 2021 | $299,000 | -1.0% | 4,827 | +0.0% | 0.06% | +14.0% |
| Q2 2021 | $302,000 | +0.7% | 4,825 | +0.0% | 0.06% | -1.7% |
| Q1 2021 | $300,000 | -1.0% | 4,824 | +0.0% | 0.06% | +7.4% |
| Q4 2020 | $303,000 | +6.3% | 4,822 | +5.5% | 0.05% | -8.5% |
| Q3 2020 | $285,000 | +0.4% | 4,570 | +0.0% | 0.06% | -4.8% |
| Q2 2020 | $284,000 | +2.9% | 4,568 | +0.1% | 0.06% | -8.8% |
| Q1 2020 | $276,000 | -1.1% | 4,565 | +0.0% | 0.07% | +21.4% |
| Q4 2019 | $279,000 | -0.4% | 4,564 | +0.1% | 0.06% | -9.7% |
| Q3 2019 | $280,000 | +1.4% | 4,561 | +0.0% | 0.06% | -20.5% |
| Q2 2019 | $276,000 | +1.5% | 4,559 | +0.1% | 0.08% | -6.0% |
| Q1 2019 | $272,000 | +2.3% | 4,556 | +0.0% | 0.08% | -15.3% |
| Q4 2018 | $266,000 | +34.3% | 4,555 | +35.1% | 0.10% | +96.0% |
| Q4 2017 | $198,000 | – | 3,371 | – | 0.05% | – |
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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% |