ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 218 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,452,040 | +30.6% | 43,109 | +32.1% | 0.00% | 0.0% |
| Q1 2024 | $1,877,645 | -12.5% | 32,632 | -11.8% | 0.00% | -50.0% |
| Q4 2023 | $2,144,765 | +8.7% | 37,017 | +2.8% | 0.00% | 0.0% |
| Q3 2023 | $1,973,966 | -5.7% | 35,995 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $2,093,652 | +155.7% | 36,763 | +157.9% | 0.00% | +100.0% |
| Q1 2023 | $818,638 | +11.9% | 14,257 | +9.4% | 0.00% | 0.0% |
| Q4 2022 | $731,338 | – | 13,034 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 303,306 | $35,696,000 | 6.78% |
| Parkside Advisors LLC | 31,925 | $3,757,000 | 2.68% |
| Pure Financial Advisors, LLC | 67,471 | $7,941,000 | 2.14% |
| WEALTHSOURCE PARTNERS, LLC | 35,906 | $4,226,000 | 1.44% |
| BAILARD, INC. | 147,370 | $17,344,000 | 1.41% |
| Boltwood Capital Management | 11,650 | $1,371,000 | 0.93% |
| AJ WEALTH STRATEGIES, LLC | 17,438 | $2,052,000 | 0.78% |
| HCR Wealth Advisors | 9,655 | $1,136,000 | 0.56% |
| Pictet North America Advisors SA | 24,022 | $2,827,000 | 0.47% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 4,806 | $566,000 | 0.44% |