ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. 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% | – |
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% |