ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 136 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,533,623 | -3.7% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,708,057 | -0.8% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,746,911 | +2.3% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,638,614 | +3.5% | 82,670 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,482,000 | +47.5% | 82,670 | +53.7% | 0.00% | +50.0% |
| Q2 2022 | $3,038,000 | +603.2% | 53,800 | +679.3% | 0.00% | – |
| Q2 2021 | $432,000 | +11.3% | 6,904 | +10.6% | 0.00% | – |
| Q1 2021 | $388,000 | +1041.2% | 6,240 | +1034.5% | 0.00% | – |
| Q2 2020 | $34,000 | +3.0% | 550 | 0.0% | 0.00% | – |
| Q1 2020 | $33,000 | -73.0% | 550 | -72.5% | 0.00% | – |
| Q4 2019 | $122,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q3 2019 | $122,000 | +0.8% | 2,000 | 0.0% | 0.00% | – |
| Q2 2019 | $121,000 | -48.5% | 2,000 | 0.0% | 0.00% | – |
| Q4 2014 | $235,000 | +0.9% | 2,000 | 0.0% | 0.00% | – |
| Q3 2014 | $233,000 | +0.9% | 2,000 | 0.0% | 0.00% | – |
| Q2 2014 | $231,000 | +2.2% | 2,000 | 0.0% | 0.00% | – |
| Q1 2014 | $226,000 | +4.1% | 2,000 | 0.0% | 0.00% | – |
| Q4 2013 | $217,000 | -52.4% | 2,000 | -52.3% | 0.00% | – |
| Q3 2013 | $456,000 | – | 4,195 | – | 0.00% | – |
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% |